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Alteri Wealth LLC: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on PG, newest first. How the timeline and the estimate are built.

Alteri Wealth LLC held 8,471 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,471 shares
    Change vs previous 13F +677 shares

    0.34% of the 13F portfolio, value $1,242,226.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,794 shares
    Change vs previous 13F -2,268 shares

    0.36% of the 13F portfolio, value $1,125,748.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,062 shares
    Change vs previous 13F +196 shares

    0.47% of the 13F portfolio, value $1,442,011.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,866 shares
    Change vs previous 13F -139 shares

    0.52% of the 13F portfolio, value $1,515,986.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,005 shares
    Change vs previous 13F -835 shares

    0.62% of the 13F portfolio, value $1,593,941.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,840 shares
    Change vs previous 13F +191 shares

    0.81% of the 13F portfolio, value $1,847,390.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,649 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,785,358.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).