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Aprio Wealth Management, LLC: PG position timeline

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

Aprio Wealth Management, LLC held 20,742 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,742 shares
    Change vs previous 13F +2,913 shares

    0.15% of the 13F portfolio, value $3,041,604.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, 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 17,829 shares
    Change vs previous 13F +6,245 shares

    0.14% of the 13F portfolio, value $2,575,198.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, 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 11,584 shares
    Change vs previous 13F +2,334 shares

    0.17% of the 13F portfolio, value $2,888,186.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, 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 9,250 shares
    Change vs previous 13F +245 shares

    0.14% of the 13F portfolio, value $1,421,285.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, 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 9,005 shares
    Change vs previous 13F -1,667 shares

    0.16% of the 13F portfolio, value $1,434,668.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, 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 10,672 shares
    Change vs previous 13F +1,163 shares

    0.23% of the 13F portfolio, value $1,818,782.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, 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 9,509 shares
    Change vs previous 13F +1,119 shares

    0.23% of the 13F portfolio, value $1,594,226.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,390 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,453,076.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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