MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on PG, newest first. How the timeline and the estimate are built.
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 2,680 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 2,680 sharesChange vs previous 13F +211 shares
0.06% of the 13F portfolio, value $389,350.
13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 2,469 sharesChange vs previous 13F +101 shares
0.05% of the 13F portfolio, value $362,054.
13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,368 sharesChange vs previous 13F +251 shares
0.05% of the 13F portfolio, value $342,034.
13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,117 sharesChange vs previous 13F +161 shares
0.05% of the 13F portfolio, value $303,387.
13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,956 sharesChange vs previous 13F -873 shares
0.05% of the 13F portfolio, value $300,539.
13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,829 sharesChange vs previous 13F -230 shares
0.07% of the 13F portfolio, value $450,716.
13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,059 sharesChange vs previous 13F +116 shares
0.09% of the 13F portfolio, value $521,315.
13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,943 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $493,394.
13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).