Skip to content
Disclosery

Kellett Wealth Advisors, LLC: PG position timeline

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

Kellett Wealth Advisors, LLC held 64,022 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,022 shares
    Change vs previous 13F +5,209 shares

    4.37% of the 13F portfolio, value $9,388,135.

    13F-HR 0001910381-26-000004 filed by Kellett 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 58,813 shares
    Change vs previous 13F +4,566 shares

    4.6% of the 13F portfolio, value $8,494,900.

    13F-HR 0001910381-26-000003 filed by Kellett 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 54,247 shares
    Change vs previous 13F +5,109 shares

    4.44% of the 13F portfolio, value $7,774,137.

    13F-HR 0001910381-26-000001 filed by Kellett 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 49,138 shares
    Change vs previous 13F -6,235 shares

    4.56% of the 13F portfolio, value $7,549,978.

    13F-HR 0001910381-25-000003 filed by Kellett 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 55,373 shares
    Change vs previous 13F -1,127 shares

    5.75% of the 13F portfolio, value $8,822,041.

    13F-HR 0001085146-25-004170 filed by Kellett 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 56,500 shares
    Change vs previous 13F -715 shares

    6.67% of the 13F portfolio, value $9,628,684.

    13F-HR 0001085146-25-002265 filed by Kellett 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 57,215 shares
    Change vs previous 13F -185 shares

    6.59% of the 13F portfolio, value $9,592,154.

    13F-HR 0001085146-25-000787 filed by Kellett 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 57,400 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $9,941,692.

    13F-HR 0001085146-24-005033 filed by Kellett Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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