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Disclosery

Kapstone Financial Advisors LLC: PG position timeline

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

Kapstone Financial Advisors LLC held 33,936 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 33,936 shares
    Change vs previous 13F +1,766 shares

    2.08% of the 13F portfolio, value $4,976,375.

    13F-HR 0001951757-26-001162 filed by Kapstone Financial 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 32,170 shares
    Change vs previous 13F +1,587 shares

    2.28% of the 13F portfolio, value $4,646,635.

    13F-HR 0001951757-26-000688 filed by Kapstone Financial 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 30,583 shares
    Change vs previous 13F -595 shares

    2.18% of the 13F portfolio, value $4,382,850.

    13F-HR 0001951757-26-000364 filed by Kapstone Financial 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 31,178 shares
    Change vs previous 13F -346 shares

    2.26% of the 13F portfolio, value $4,790,500.

    13F-HR 0001951757-25-001323 filed by Kapstone Financial 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 31,524 shares
    Change vs previous 13F -608 shares

    2.5% of the 13F portfolio, value $5,022,404.

    13F-HR 0001951757-25-000615 filed by Kapstone Financial 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 32,132 shares
    Change vs previous 13F +720 shares

    3.1% of the 13F portfolio, value $5,475,935.

    13F-HR 0001951757-25-000312 filed by Kapstone Financial 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 31,412 shares
    Change vs previous 13F -1,902 shares

    2.79% of the 13F portfolio, value $5,221,617.

    13F-HR 0001951757-25-000186 filed by Kapstone Financial 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 33,314 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $5,781,569.

    13F-HR 0001951757-24-001175 filed by Kapstone Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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