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Disclosery

Daner Wealth Management, LLC: PG position timeline

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

Daner Wealth Management, LLC held 2,209 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,209 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $318,670.

    13F-HR 0001956649-26-000003 filed by Daner Wealth 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 2,209 shares
    Change vs previous 13F -230 shares

    0.19% of the 13F portfolio, value $317,897.

    13F-HR 0001956649-26-000002 filed by Daner 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 ended2025-12-31
    13F 2,439 shares
    Change vs previous 13F +211 shares

    0.24% of the 13F portfolio, value $387,996.

    13F-HR 0001956649-26-000001 filed by Daner 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 ended2025-09-30
    13F 2,228 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $337,319.

    13F-HR 0001956649-25-000006 filed by Daner 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 ended2025-06-30
    13F 2,228 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $345,541.

    13F-HR 0001956649-25-000004 filed by Daner 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 ended2024-12-31
    13F 2,228 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $372,989.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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