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Edge Wealth Management LLC: PG position timeline

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

Edge Wealth Management LLC held 59,051 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,051 shares
    Change vs previous 13F +129 shares

    1.3% of the 13F portfolio, value $8,627,883.

    13F-HR 0001567163-26-000008 filed by Edge Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,922 shares
    Change vs previous 13F +202 shares

    1.45% of the 13F portfolio, value $8,630,335.

    13F-HR 0001567163-26-000005 filed by Edge 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 ended2026-03-31
    13F 58,720 shares
    Change vs previous 13F -237 shares

    1.45% of the 13F portfolio, value $8,481,489.

    13F-HR 0001567163-26-000003 filed by Edge 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 ended2025-12-31
    13F 58,957 shares
    Change vs previous 13F +369 shares

    1.49% of the 13F portfolio, value $8,449,119.

    13F-HR 0001567163-26-000001 filed by Edge 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 ended2025-09-30
    13F 58,588 shares
    Change vs previous 13F +205 shares

    1.59% of the 13F portfolio, value $9,002,036.

    13F-HR 0001085146-25-005929 filed by Edge 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 ended2025-06-30
    13F 58,383 shares
    Change vs previous 13F -71 shares

    1.79% of the 13F portfolio, value $9,296,269.

    13F-HR 0001085146-25-003784 filed by Edge Wealth 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 ended2025-03-31
    13F 58,454 shares
    Change vs previous 13F +1,144 shares

    2.02% of the 13F portfolio, value $9,961,684.

    13F-HR 0001085146-25-002050 filed by Edge Wealth 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 ended2024-12-31
    13F 57,310 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $9,608,074.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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