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Disclosery

Asset Planning,Inc: PG position timeline

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

Asset Planning,Inc held 9,308 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,308 shares
    Change vs previous 13F +60 shares

    0.88% of the 13F portfolio, value $1,364,867.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 9,248 shares
    Change vs previous 13F +38 shares

    0.95% of the 13F portfolio, value $1,335,732.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 9,210 shares
    Change vs previous 13F +39 shares

    0.93% of the 13F portfolio, value $1,319,933.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 9,171 shares
    Change vs previous 13F -204 shares

    1.02% of the 13F portfolio, value $1,409,057.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 9,375 shares
    Change vs previous 13F -46 shares

    1.13% of the 13F portfolio, value $1,493,610.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 9,421 shares
    Change vs previous 13F +63 shares

    1.26% of the 13F portfolio, value $1,605,516.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 9,358 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,568,795.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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