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Disclosery

Level Financial Advisors: PG position timeline

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

Level Financial Advisors held 34,602 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,602 shares
    Change vs previous 13F +23 shares

    1.11% of the 13F portfolio, value $5,027,016.

    13F-HR 0001871734-26-000005 filed by Level Financial Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,579 shares
    Change vs previous 13F -10 shares

    1.13% of the 13F portfolio, value $5,070,702.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 34,589 shares
    Change vs previous 13F -1,931 shares

    1.27% of the 13F portfolio, value $4,996,072.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,520 shares
    Change vs previous 13F -143 shares

    1.38% of the 13F portfolio, value $5,233,642.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,663 shares
    Change vs previous 13F +191 shares

    1.59% of the 13F portfolio, value $5,633,258.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,472 shares
    Change vs previous 13F +2 shares

    1.81% of the 13F portfolio, value $5,810,668.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,470 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $6,215,302.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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