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Disclosery

Defined Financial Planning LLC: PG position timeline

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

Defined Financial Planning LLC held 2,416 PG shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,416 shares
    Change vs previous 13F -67 shares

    0.3% of the 13F portfolio, value $364,067.

    13F-HR 0001754960-25-000660 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,483 shares
    Change vs previous 13F -128 shares

    0.34% of the 13F portfolio, value $379,104.

    13F-HR 0001754960-25-000466 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,611 shares
    Change vs previous 13F +208 shares

    0.45% of the 13F portfolio, value $445,332.

    13F-HR 0001754960-25-000200 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,403 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $402,863.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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