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CORDA Investment Management, LLC.: PG position timeline

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

CORDA Investment Management, LLC. held 248,544 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 248,544 shares
    Change vs previous 13F +16,205 shares

    2.24% of the 13F portfolio, value $36,446,489.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, 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 232,339 shares
    Change vs previous 13F +7,847 shares

    2.32% of the 13F portfolio, value $33,559,065.

    13F-HR 0001545812-26-000003 filed by CORDA Investment 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 ended2025-12-31
    13F 224,492 shares
    Change vs previous 13F +1,245 shares

    2.34% of the 13F portfolio, value $32,172,013.

    13F-HR 0001545812-26-000002 filed by CORDA Investment 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 ended2025-09-30
    13F 223,247 shares
    Change vs previous 13F -3,486 shares

    2.41% of the 13F portfolio, value $34,301,930.

    13F-HR 0001545812-25-000007 filed by CORDA Investment 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 ended2025-06-30
    13F 226,733 shares
    Change vs previous 13F -4,974 shares

    2.66% of the 13F portfolio, value $36,123,053.

    13F-HR 0001545812-25-000006 filed by CORDA Investment 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 ended2025-03-31
    13F 231,707 shares
    Change vs previous 13F -3,244 shares

    3.14% of the 13F portfolio, value $39,487,575.

    13F-HR 0001545812-25-000004 filed by CORDA Investment 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 ended2024-12-31
    13F 234,951 shares
    Change vs previous 13F -4,600 shares

    3.15% of the 13F portfolio, value $39,389,592.

    13F-HR 0001545812-25-000002 filed by CORDA Investment 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 ended2024-09-30
    13F 239,551 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $41,490,252.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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