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Consilium Wealth Advisory, LLC: PG position timeline

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

Consilium Wealth Advisory, LLC held 3,767 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,767 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $547,225.

    13F-HR 0002085853-26-001191 filed by Consilium Wealth Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,766 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $552,297.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 3,754 shares
    Change vs previous 13F +558 shares

    0.18% of the 13F portfolio, value $542,228.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 3,196 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $458,019.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 3,196 shares
    Change vs previous 13F +100 shares

    0.19% of the 13F portfolio, value $491,065.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 3,096 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $493,255.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 3,096 shares
    Change vs previous 13F +96 shares

    0.26% of the 13F portfolio, value $527,620.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 3,000 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $502,950.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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