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FRG Family Wealth Advisors LLC: PG position timeline

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

FRG Family Wealth Advisors LLC held 49,537 PG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,537 shares
    Change vs previous 13F -2,731 shares

    1.17% of the 13F portfolio, value $7,155,064.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 52,268 shares
    Change vs previous 13F -1,231 shares

    1.16% of the 13F portfolio, value $7,490,462.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 53,499 shares
    Change vs previous 13F -1,481 shares

    1.32% of the 13F portfolio, value $8,220,046.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 54,980 shares
    Change vs previous 13F -465 shares

    1.52% of the 13F portfolio, value $8,759,489.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 55,445 shares
    Change vs previous 13F -560 shares

    1.83% of the 13F portfolio, value $9,449,012.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 56,005 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $9,389,307.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 56,005 shares
    Change vs previous 13F -950 shares

    1.74% of the 13F portfolio, value $9,700,132.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 56,955 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $9,573,630.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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