Francis Financial, Inc.: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on PG, newest first. How the timeline and the estimate are built.
Francis Financial, Inc. held 2,913 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,913 sharesChange vs previous 13F +2,913 shares
0.07% of the 13F portfolio, value $427,163.
13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,484 shares
13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,484 sharesChange vs previous 13F +82 shares
0.07% of the 13F portfolio, value $391,502.
13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,402 sharesChange vs previous 13F -1 shares
0.05% of the 13F portfolio, value $223,367.
13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,403 sharesChange vs previous 13F -1,347 shares
0.06% of the 13F portfolio, value $239,101.
13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,750 sharesChange vs previous 13F +1,315 shares
0.06% of the 13F portfolio, value $245,441.
13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,435 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $248,542.
13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).