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Cassady Schiller Wealth Management, LLC: PG position timeline

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

Cassady Schiller Wealth Management, LLC held 84,434 PG shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 84,434 shares
    Change vs previous 13F -2,176 shares

    5.19% of the 13F portfolio, value $14,155,356.

    13F-HR 0001855205-25-000006 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 86,610 shares
    Change vs previous 13F +4,751 shares

    5.49% of the 13F portfolio, value $15,000,780.

    13F-HR 0001855205-24-000048 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 81,859 shares
    Change vs previous 13F -141 shares

    5.48% of the 13F portfolio, value $13,500,246.

    13F-HR 0001855205-24-000027 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 82,000 shares
    Change vs previous 13F -3,303 shares

    5.94% of the 13F portfolio, value $13,304,495.

    13F-HR 0001998414-24-000001 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 85,303 shares
    Change vs previous 13F -2,547 shares

    6.27% of the 13F portfolio, value $12,500,950.

    13F-HR 0001855205-24-000004 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 87,850 shares
    Change vs previous 13F -1,295 shares

    7.1% of the 13F portfolio, value $12,813,779.

    13F-HR 0001904425-23-000009 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 89,145 shares
    Change vs previous 13F -7,631 shares

    7.35% of the 13F portfolio, value $13,526,867.

    13F-HR 0001904425-23-000004 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 96,776 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $14,389,597.

    13F-HR 0001904425-23-000002 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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