MOR Wealth Management, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOR Wealth Management, LLC on PG, newest first. How the timeline and the estimate are built.
MOR Wealth Management, LLC held 12,525 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 12,525 sharesChange vs previous 13F -895 shares
0.73% of the 13F portfolio, value $1,836,666.
13F-HR 0002092389-26-000005 filed by MOR Wealth Management, 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 13,420 sharesChange vs previous 13F -362 shares
0.89% of the 13F portfolio, value $1,938,385.
13F-HR 0002092389-26-000003 filed by MOR Wealth Management, 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 13,782 sharesChange vs previous 13F not available
0.9% of the 13F portfolio, value $1,975,098.
13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).