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Disclosery

HFR Wealth Management, LLC: PG position timeline

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

HFR Wealth Management, LLC held 97,734 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,734 shares
    Change vs previous 13F -2,443 shares

    3.5% of the 13F portfolio, value $14,331,668.

    13F-HR 0001877822-26-000006 filed by HFR 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 100,177 shares
    Change vs previous 13F -2,157 shares

    3.55% of the 13F portfolio, value $14,469,581.

    13F-HR 0001877822-26-000004 filed by HFR 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 102,334 shares
    Change vs previous 13F +30,517 shares

    3.46% of the 13F portfolio, value $14,665,486.

    13F-HR 0001877822-26-000002 filed by HFR 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 71,817 shares
    Change vs previous 13F +679 shares

    2.53% of the 13F portfolio, value $11,034,665.

    13F-HR 0001877822-25-000011 filed by HFR 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 71,138 shares
    Change vs previous 13F +754 shares

    2.74% of the 13F portfolio, value $11,333,689.

    13F-HR 0001877822-25-000006 filed by HFR 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 70,384 shares
    Change vs previous 13F +497 shares

    2.92% of the 13F portfolio, value $11,994,823.

    13F-HR 0001877822-25-000004 filed by HFR 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 69,887 shares
    Change vs previous 13F -518 shares

    2.89% of the 13F portfolio, value $11,716,537.

    13F-HR 0001877822-25-000002 filed by HFR 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 70,405 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $12,194,127.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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