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Beacon Pointe Advisors, LLC: PG position timeline

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

Beacon Pointe Advisors, LLC held 214,501 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,501 shares
    Change vs previous 13F -70,038 shares

    0.15% of the 13F portfolio, value $31,454,398.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 284,539 shares
    Change vs previous 13F +120,850 shares

    0.22% of the 13F portfolio, value $41,098,805.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 163,689 shares
    Change vs previous 13F -35,448 shares

    0.16% of the 13F portfolio, value $23,458,323.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 199,137 shares
    Change vs previous 13F -155,419 shares

    0.26% of the 13F portfolio, value $30,597,357.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 354,556 shares
    Change vs previous 13F -25,590 shares

    0.59% of the 13F portfolio, value $56,487,909.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 380,146 shares
    Change vs previous 13F +34,424 shares

    0.73% of the 13F portfolio, value $64,784,448.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 345,722 shares
    Change vs previous 13F +6,610 shares

    0.64% of the 13F portfolio, value $57,960,216.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 339,112 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $58,734,277.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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