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Disclosery

Cassia Capital Partners, LLC: PG position timeline

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

Cassia Capital Partners, LLC held 8,252 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,252 shares
    Change vs previous 13F -6 shares

    0.59% of the 13F portfolio, value $1,210,015.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 8,258 shares
    Change vs previous 13F +1,019 shares

    0.61% of the 13F portfolio, value $1,192,817.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 7,239 shares
    Change vs previous 13F -99 shares

    0.56% of the 13F portfolio, value $1,037,434.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 7,338 shares
    Change vs previous 13F +856 shares

    0.62% of the 13F portfolio, value $1,127,557.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 6,482 shares
    Change vs previous 13F +108 shares

    0.62% of the 13F portfolio, value $1,032,686.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 6,374 shares
    Change vs previous 13F +375 shares

    0.68% of the 13F portfolio, value $1,086,248.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 5,999 shares
    Change vs previous 13F +1,646 shares

    0.64% of the 13F portfolio, value $1,005,732.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 4,353 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $753,940.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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