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Disclosery

Lakeridge Wealth Management LLC: PG position timeline

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

Lakeridge Wealth Management LLC held 13,172 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,172 shares
    Change vs previous 13F +39 shares

    0.71% of the 13F portfolio, value $1,931,539.

    13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management 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 13,133 shares
    Change vs previous 13F +2,557 shares

    0.82% of the 13F portfolio, value $1,896,882.

    13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management 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 10,576 shares
    Change vs previous 13F -440 shares

    0.69% of the 13F portfolio, value $1,515,675.

    13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management 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 11,016 shares
    Change vs previous 13F -27 shares

    0.75% of the 13F portfolio, value $1,692,549.

    13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management 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 11,043 shares
    Change vs previous 13F +52 shares

    0.81% of the 13F portfolio, value $1,759,356.

    13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management 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 10,991 shares
    Change vs previous 13F +184 shares

    0.94% of the 13F portfolio, value $1,873,069.

    13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management 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 10,807 shares
    Change vs previous 13F +60 shares

    0.94% of the 13F portfolio, value $1,811,829.

    13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management 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 10,747 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,861,343.

    13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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