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Centric Wealth Management: PG position timeline

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

Centric Wealth Management held 8,074 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,074 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,158,028.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 8,074 shares
    Change vs previous 13F -265 shares

    0.23% of the 13F portfolio, value $1,158,028.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 8,339 shares
    Change vs previous 13F -15,476 shares

    0.27% of the 13F portfolio, value $1,277,517.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 23,815 shares
    Change vs previous 13F +272 shares

    0.8% of the 13F portfolio, value $3,581,136.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 23,543 shares
    Change vs previous 13F +568 shares

    0.86% of the 13F portfolio, value $3,614,084.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 22,975 shares
    Change vs previous 13F +14,543 shares

    1.03% of the 13F portfolio, value $3,915,358.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 8,432 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $1,413,636.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 8,428 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,357,254.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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