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Brown Financial Advisors: PG position timeline

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

Brown Financial Advisors held 22,274 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,274 shares
    Change vs previous 13F +542 shares

    1.14% of the 13F portfolio, value $3,266,259.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 21,732 shares
    Change vs previous 13F +3,189 shares

    1.19% of the 13F portfolio, value $3,138,970.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 18,543 shares
    Change vs previous 13F +494 shares

    0.97% of the 13F portfolio, value $2,657,397.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 18,049 shares
    Change vs previous 13F -224 shares

    1.02% of the 13F portfolio, value $2,773,229.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 18,273 shares
    Change vs previous 13F -2,217 shares

    1.14% of the 13F portfolio, value $2,911,254.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 20,490 shares
    Change vs previous 13F +890 shares

    1.44% of the 13F portfolio, value $3,491,906.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 19,600 shares
    Change vs previous 13F +8,905 shares

    1.32% of the 13F portfolio, value $3,285,940.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 10,695 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,852,374.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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