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Disclosery

Connecticut Wealth Management, LLC: PG position timeline

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

Connecticut Wealth Management, LLC held 16,658 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,658 shares
    Change vs previous 13F -1,029 shares

    0.09% of the 13F portfolio, value $2,420,130.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,687 shares
    Change vs previous 13F -851 shares

    0.1% of the 13F portfolio, value $2,593,678.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,538 shares
    Change vs previous 13F +974 shares

    0.11% of the 13F portfolio, value $2,677,684.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,564 shares
    Change vs previous 13F +727 shares

    0.11% of the 13F portfolio, value $2,517,152.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,837 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $2,587,005.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,146 shares
    Change vs previous 13F -1,476 shares

    0.13% of the 13F portfolio, value $2,731,744.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,622 shares
    Change vs previous 13F -705 shares

    0.17% of the 13F portfolio, value $3,173,573.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,327 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,240,152.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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