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Clearstead Trust, LLC: PG position timeline

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

Clearstead Trust, LLC held 12,137 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 12,137 shares
    Change vs previous 13F -42 shares

    0.23% of the 13F portfolio, value $1,779,717.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 12,179 shares
    Change vs previous 13F -386 shares

    0.29% of the 13F portfolio, value $1,759,083.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 12,565 shares
    Change vs previous 13F -696 shares

    0.28% of the 13F portfolio, value $1,800,639.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 13,261 shares
    Change vs previous 13F +28 shares

    0.35% of the 13F portfolio, value $2,037,627.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 13,233 shares
    Change vs previous 13F +826 shares

    0.4% of the 13F portfolio, value $2,108,225.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 12,407 shares
    Change vs previous 13F -3 shares

    0.47% of the 13F portfolio, value $2,114,460.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 12,410 shares
    Change vs previous 13F -1,151 shares

    0.45% of the 13F portfolio, value $2,080,621.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 13,561 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,348,693.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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