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Disclosery

Balboa Wealth Partners: PG position timeline

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

Balboa Wealth Partners held 5,688 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,688 shares
    Change vs previous 13F -99 shares

    0.11% of the 13F portfolio, value $834,150.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 5,787 shares
    Change vs previous 13F -1,238 shares

    0.14% of the 13F portfolio, value $835,841.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 7,025 shares
    Change vs previous 13F +901 shares

    0.17% of the 13F portfolio, value $1,006,802.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 6,124 shares
    Change vs previous 13F -307 shares

    0.16% of the 13F portfolio, value $940,923.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 6,431 shares
    Change vs previous 13F +915 shares

    0.21% of the 13F portfolio, value $1,024,645.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 5,516 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $940,006.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 5,507 shares
    Change vs previous 13F -227 shares

    0.21% of the 13F portfolio, value $923,301.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 5,734 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $993,197.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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