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Herold Advisors, Inc.: PG position timeline

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

Herold Advisors, Inc. held 22,951 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,951 shares
    Change vs previous 13F -444 shares

    0.66% of the 13F portfolio, value $3,359,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 23,395 shares
    Change vs previous 13F -1,403 shares

    0.74% of the 13F portfolio, value $3,379,007.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 24,798 shares
    Change vs previous 13F -255 shares

    0.79% of the 13F portfolio, value $3,553,870.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 25,053 shares
    Change vs previous 13F +1,484 shares

    0.89% of the 13F portfolio, value $3,849,932.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 23,569 shares
    Change vs previous 13F -1,473 shares

    0.79% of the 13F portfolio, value $3,755,159.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 25,042 shares
    Change vs previous 13F +2,241 shares

    0.94% of the 13F portfolio, value $4,268,089.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 22,801 shares
    Change vs previous 13F +316 shares

    0.83% of the 13F portfolio, value $3,823,070.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 22,485 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,895,125.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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