Clearstead Advisors, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on PG, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 197,251 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 197,251 sharesChange vs previous 13F -16,937 shares
0.27% of the 13F portfolio, value $28,925,011.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 214,188 sharesChange vs previous 13F +17,869 shares
0.28% of the 13F portfolio, value $30,937,312.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 196,319 sharesChange vs previous 13F -2,804 shares
0.36% of the 13F portfolio, value $28,134,416.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 199,123 sharesChange vs previous 13F -26,548 shares
0.45% of the 13F portfolio, value $30,595,169.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 225,671 sharesChange vs previous 13F +8,292 shares
0.51% of the 13F portfolio, value $35,953,808.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 217,379 sharesChange vs previous 13F +3,343 shares
0.57% of the 13F portfolio, value $37,045,756.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 214,036 sharesChange vs previous 13F -7,130 shares
0.55% of the 13F portfolio, value $35,883,076.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 221,166 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $38,306,079.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).