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Disclosery

BSW Wealth Partners: PG position timeline

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

BSW Wealth Partners held 18,195 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,195 shares
    Change vs previous 13F -7,073 shares

    0.3% of the 13F portfolio, value $2,668,126.

    13F-HR 0001512601-26-000007 filed by BSW 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 25,268 shares
    Change vs previous 13F -182 shares

    0.45% of the 13F portfolio, value $3,649,652.

    13F-HR 0001512601-26-000005 filed by BSW 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 25,450 shares
    Change vs previous 13F -1,425 shares

    0.44% of the 13F portfolio, value $3,647,173.

    13F-HR 0001512601-26-000003 filed by BSW 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 26,875 shares
    Change vs previous 13F +615 shares

    0.51% of the 13F portfolio, value $4,129,328.

    13F-HR 0001512601-25-000013 filed by BSW 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 26,260 shares
    Change vs previous 13F -79 shares

    0.57% of the 13F portfolio, value $4,183,683.

    13F-HR 0001512601-25-000009 filed by BSW 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 26,339 shares
    Change vs previous 13F -337 shares

    0.68% of the 13F portfolio, value $4,488,607.

    13F-HR 0001512601-25-000007 filed by BSW 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 26,676 shares
    Change vs previous 13F -1,460 shares

    0.66% of the 13F portfolio, value $4,472,159.

    13F-HR 0001512601-25-000003 filed by BSW 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 28,136 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,873,148.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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