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Disclosery

KWB Wealth: PG position timeline

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

KWB Wealth held 25,787 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,787 shares
    Change vs previous 13F +24 shares

    0.32% of the 13F portfolio, value $3,781,365.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 25,763 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $3,692,052.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 25,763 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $3,692,052.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 25,763 shares
    Change vs previous 13F -764 shares

    0.45% of the 13F portfolio, value $4,104,510.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 26,527 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $4,520,674.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 26,527 shares
    Change vs previous 13F +25,330 shares

    0.54% of the 13F portfolio, value $4,447,194.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 1,197 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,259.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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