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CWS Financial Advisors, LLC: PG position timeline

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

CWS Financial Advisors, LLC held 11,671 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,671 shares
    Change vs previous 13F -140 shares

    0.38% of the 13F portfolio, value $1,711,373.

    13F-HR 0001104659-26-088541 filed by CWS Financial 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 11,811 shares
    Change vs previous 13F +81 shares

    0.44% of the 13F portfolio, value $1,705,913.

    13F-HR 0001104659-26-049318 filed by CWS Financial 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 11,730 shares
    Change vs previous 13F +168 shares

    0.46% of the 13F portfolio, value $1,681,089.

    13F-HR 0001104659-26-011365 filed by CWS Financial 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 11,562 shares
    Change vs previous 13F -114 shares

    0.49% of the 13F portfolio, value $1,776,449.

    13F-HR 0001104659-25-106015 filed by CWS Financial 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 11,676 shares
    Change vs previous 13F -165 shares

    0.54% of the 13F portfolio, value $1,860,278.

    13F-HR 0001104659-25-075641 filed by CWS Financial 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 11,841 shares
    Change vs previous 13F -1,826 shares

    0.64% of the 13F portfolio, value $2,017,949.

    13F-HR 0001104659-25-047906 filed by CWS Financial 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 13,667 shares
    Change vs previous 13F -772 shares

    0.74% of the 13F portfolio, value $2,291,351.

    13F-HR 0001104659-25-009042 filed by CWS Financial 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 14,439 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,500,849.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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