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EP Wealth Advisors, LLC: PG position timeline

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

EP Wealth Advisors, LLC held 217,039 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,039 shares
    Change vs previous 13F +66,848 shares

    0.12% of the 13F portfolio, value $31,826,607.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 150,191 shares
    Change vs previous 13F -7,723 shares

    0.11% of the 13F portfolio, value $21,693,577.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 157,914 shares
    Change vs previous 13F -4,001 shares

    0.12% of the 13F portfolio, value $22,630,682.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 161,915 shares
    Change vs previous 13F +54,391 shares

    0.17% of the 13F portfolio, value $25,796,304.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 107,524 shares
    Change vs previous 13F +937 shares

    0.15% of the 13F portfolio, value $18,324,198.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 106,587 shares
    Change vs previous 13F +3,163 shares

    0.15% of the 13F portfolio, value $17,869,245.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 103,424 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $17,913,084.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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