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Disclosery

Heartwood Wealth Advisors LLC: PG position timeline

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

Heartwood Wealth Advisors LLC held 13,075 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,075 shares
    Change vs previous 13F -105 shares

    0.15% of the 13F portfolio, value $1,899,536.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,180 shares
    Change vs previous 13F +470 shares

    0.15% of the 13F portfolio, value $1,932,715.

    13F-HR 0001794935-26-000012 filed by Heartwood 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 ended2026-03-31
    13F 12,710 shares
    Change vs previous 13F +1,995 shares

    0.16% of the 13F portfolio, value $1,835,832.

    13F-HR 0001794935-26-000011 filed by Heartwood 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 ended2025-12-31
    13F 10,715 shares
    Change vs previous 13F +589 shares

    0.14% of the 13F portfolio, value $1,535,567.

    13F-HR 0001794935-26-000010 filed by Heartwood 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 ended2025-09-30
    13F 10,126 shares
    Change vs previous 13F +450 shares

    0.15% of the 13F portfolio, value $1,555,860.

    13F-HR 0001794935-25-000007 filed by Heartwood 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 ended2025-06-30
    13F 9,676 shares
    Change vs previous 13F +175 shares

    0.16% of the 13F portfolio, value $1,541,580.

    13F-HR 0001794935-25-000005 filed by Heartwood 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 ended2025-03-31
    13F 9,501 shares
    Change vs previous 13F +5,715 shares

    0.18% of the 13F portfolio, value $1,619,160.

    13F-HR 0001794935-25-000003 filed by Heartwood 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 ended2024-12-31
    13F 3,786 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $634,723.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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