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Aptus Capital Advisors, LLC: PG position timeline

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

Aptus Capital Advisors, LLC held 267,986 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,986 shares
    Change vs previous 13F +14,916 shares

    0.29% of the 13F portfolio, value $39,297,468.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 253,070 shares
    Change vs previous 13F -34,700 shares

    0.31% of the 13F portfolio, value $36,553,430.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 287,770 shares
    Change vs previous 13F -9,982 shares

    0.35% of the 13F portfolio, value $41,240,319.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 297,752 shares
    Change vs previous 13F +31,150 shares

    0.42% of the 13F portfolio, value $45,749,595.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 266,602 shares
    Change vs previous 13F +24,776 shares

    0.42% of the 13F portfolio, value $42,475,023.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 241,826 shares
    Change vs previous 13F +27,175 shares

    0.47% of the 13F portfolio, value $41,212,044.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 214,651 shares
    Change vs previous 13F +34,681 shares

    0.43% of the 13F portfolio, value $35,986,182.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 179,970 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $31,170,804.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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