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Disclosery

HCR Wealth Advisors: PG position timeline

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

HCR Wealth Advisors held 8,341 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,341 shares
    Change vs previous 13F -227 shares

    0.11% of the 13F portfolio, value $1,223,254.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 8,568 shares
    Change vs previous 13F -639 shares

    0.13% of the 13F portfolio, value $1,237,629.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 9,207 shares
    Change vs previous 13F -340 shares

    0.13% of the 13F portfolio, value $1,319,593.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 9,547 shares
    Change vs previous 13F -103 shares

    0.15% of the 13F portfolio, value $1,451,702.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 9,650 shares
    Change vs previous 13F -343 shares

    0.18% of the 13F portfolio, value $1,537,556.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 9,993 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $1,703,095.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 10,005 shares
    Change vs previous 13F -29 shares

    0.21% of the 13F portfolio, value $1,677,476.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 10,034 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,737,949.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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