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Disclosery

Independent Advisor Alliance: PG position timeline

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

Independent Advisor Alliance held 120,177 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,177 shares
    Change vs previous 13F +747 shares

    0.41% of the 13F portfolio, value $17,622,857.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 119,430 shares
    Change vs previous 13F -10,364 shares

    0.19% of the 13F portfolio, value $17,250,468.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 129,794 shares
    Change vs previous 13F -4,552 shares

    0.45% of the 13F portfolio, value $18,600,820.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 134,346 shares
    Change vs previous 13F -298 shares

    0.54% of the 13F portfolio, value $20,642,327.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 134,644 shares
    Change vs previous 13F -3,380 shares

    0.62% of the 13F portfolio, value $21,451,486.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 138,024 shares
    Change vs previous 13F -3,158 shares

    0.78% of the 13F portfolio, value $23,522,076.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 141,182 shares
    Change vs previous 13F +5,132 shares

    0.31% of the 13F portfolio, value $23,669,219.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 136,050 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $23,563,892.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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