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Disclosery

Axim Planning & Wealth: PG position timeline

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

Axim Planning & Wealth held 5,562 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,562 shares
    Change vs previous 13F -33 shares

    1.15% of the 13F portfolio, value $815,612.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 5,595 shares
    Change vs previous 13F -881 shares

    0.98% of the 13F portfolio, value $808,142.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 6,476 shares
    Change vs previous 13F +1,195 shares

    0.99% of the 13F portfolio, value $928,076.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    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 5,281 shares
    Change vs previous 13F -273 shares

    0.65% of the 13F portfolio, value $811,426.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    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 5,554 shares
    Change vs previous 13F -25 shares

    0.81% of the 13F portfolio, value $884,863.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    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 5,579 shares
    Change vs previous 13F -1,003 shares

    0.84% of the 13F portfolio, value $950,773.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    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 6,582 shares
    Change vs previous 13F -87 shares

    1.17% of the 13F portfolio, value $1,103,472.

    13F-HR 0001941040-25-000120 filed by Axim Planning & Wealth
    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 6,669 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,155,071.

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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