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Icon Wealth Advisors, LLC: PG position timeline

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

Icon Wealth Advisors, LLC held 25,936 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,936 shares
    Change vs previous 13F +192 shares

    0.23% of the 13F portfolio, value $3,803,242.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, 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 25,744 shares
    Change vs previous 13F -8,922 shares

    0.24% of the 13F portfolio, value $3,770,404.

    13F-HR 0001963212-26-000002 filed by Icon 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 ended2025-12-31
    13F 34,666 shares
    Change vs previous 13F -1,521 shares

    0.33% of the 13F portfolio, value $4,971,374.

    13F-HR 0001963212-26-000001 filed by Icon 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 ended2025-09-30
    13F 36,187 shares
    Change vs previous 13F -527 shares

    0.38% of the 13F portfolio, value $5,560,075.

    13F-HR 0001963212-25-000007 filed by Icon 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 ended2025-06-30
    13F 36,714 shares
    Change vs previous 13F +4,239 shares

    0.42% of the 13F portfolio, value $5,849,319.

    13F-HR 0001963212-25-000004 filed by Icon 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 ended2025-03-31
    13F 32,475 shares
    Change vs previous 13F +2,028 shares

    0.46% of the 13F portfolio, value $5,534,411.

    13F-HR 0001963212-25-000003 filed by Icon 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 ended2024-12-31
    13F 30,447 shares
    Change vs previous 13F +1,834 shares

    0.42% of the 13F portfolio, value $5,104,510.

    13F-HR 0001963212-25-000002 filed by Icon 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 ended2024-09-30
    13F/A 28,613 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,955,727.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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