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Disclosery

Marcum Wealth, LLC: PG position timeline

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

Marcum Wealth, LLC held 13,021 PG shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,021 shares
    Change vs previous 13F -438 shares

    0.19% of the 13F portfolio, value $2,218,973.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 13,459 shares
    Change vs previous 13F -213 shares

    0.2% of the 13F portfolio, value $2,256,319.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,672 shares
    Change vs previous 13F +158 shares

    0.22% of the 13F portfolio, value $2,367,992.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,514 shares
    Change vs previous 13F -747 shares

    0.22% of the 13F portfolio, value $2,228,686.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 14,261 shares
    Change vs previous 13F -103 shares

    0.23% of the 13F portfolio, value $2,313,848.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 14,364 shares
    Change vs previous 13F +493 shares

    0.22% of the 13F portfolio, value $2,104,931.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 13,871 shares
    Change vs previous 13F -900 shares

    0.24% of the 13F portfolio, value $2,023,164.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 14,771 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,241,404.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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