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Disclosery

Capital Asset Advisory Services LLC: PG position timeline

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

Capital Asset Advisory Services LLC held 36,461 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 36,461 shares
    Change vs previous 13F +4,925 shares

    0.19% of the 13F portfolio, value $5,346,754.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 31,536 shares
    Change vs previous 13F -673 shares

    0.17% of the 13F portfolio, value $4,556,685.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 32,209 shares
    Change vs previous 13F +1,271 shares

    0.18% of the 13F portfolio, value $4,506,362.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 30,938 shares
    Change vs previous 13F +2,513 shares

    0.21% of the 13F portfolio, value $4,753,662.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 28,425 shares
    Change vs previous 13F -4,441 shares

    0.21% of the 13F portfolio, value $4,582,655.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 32,866 shares
    Change vs previous 13F -6,213 shares

    0.28% of the 13F portfolio, value $5,570,831.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 39,079 shares
    Change vs previous 13F +953 shares

    0.32% of the 13F portfolio, value $6,453,195.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 38,126 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,411,237.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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