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Compass Ion Advisors, LLC: PG position timeline

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

Compass Ion Advisors, LLC held 4,380 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,380 shares
    Change vs previous 13F -595 shares

    0.06% of the 13F portfolio, value $642,237.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, 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 4,975 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $718,628.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, 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 4,839 shares
    Change vs previous 13F +424 shares

    0.07% of the 13F portfolio, value $693,416.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, 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 4,415 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $678,417.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, 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 4,483 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $714,176.

    13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, 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 4,469 shares
    Change vs previous 13F -71 shares

    0.09% of the 13F portfolio, value $761,621.

    13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, 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 4,540 shares
    Change vs previous 13F +73 shares

    0.09% of the 13F portfolio, value $761,081.

    13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, 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 4,467 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $773,642.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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