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Disclosery

HB Wealth Management, LLC: PG position timeline

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

HB Wealth Management, LLC held 268,418 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,418 shares
    Change vs previous 13F -765 shares

    0.22% of the 13F portfolio, value $39,360,892.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 269,183 shares
    Change vs previous 13F +2,494 shares

    0.25% of the 13F portfolio, value $38,880,900.

    13F-HR 0001172661-26-001543 filed by HB 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 ended2025-12-31
    13F 266,689 shares
    Change vs previous 13F -9,133 shares

    0.25% of the 13F portfolio, value $38,219,322.

    13F-HR 0001172661-26-000353 filed by HB 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 ended2025-09-30
    13F 275,822 shares
    Change vs previous 13F +13,661 shares

    0.29% of the 13F portfolio, value $42,380,138.

    13F-HR 0001172661-25-004398 filed by HB 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 ended2025-06-30
    13F 262,161 shares
    Change vs previous 13F -5,503 shares

    0.33% of the 13F portfolio, value $41,767,495.

    13F-HR 0001172661-25-002644 filed by HB 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 ended2025-03-31
    13F 267,664 shares
    Change vs previous 13F +51,071 shares

    0.38% of the 13F portfolio, value $45,615,331.

    13F-HR 0001172661-25-001594 filed by HB 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 ended2024-12-31
    13F 216,593 shares
    Change vs previous 13F +6,926 shares

    0.37% of the 13F portfolio, value $36,311,888.

    13F-HR 0001172661-25-000193 filed by HB 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 ended2024-09-30
    13F 209,667 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $36,314,350.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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