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Disclosery

Naviter Wealth, LLC: PG position timeline

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

Naviter Wealth, LLC held 19,345 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,345 shares
    Change vs previous 13F +4,487 shares

    0.26% of the 13F portfolio, value $2,836,818.

    13F-HR 0001951757-26-001175 filed by Naviter 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 ended2026-03-31
    13F 14,858 shares
    Change vs previous 13F +864 shares

    0.27% of the 13F portfolio, value $2,146,110.

    13F-HR 0001951757-26-000571 filed by Naviter 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 ended2025-12-31
    13F 13,994 shares
    Change vs previous 13F -5,238 shares

    0.26% of the 13F portfolio, value $2,005,438.

    13F-HR 0001951757-26-000260 filed by Naviter 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 ended2025-09-30
    13F 19,232 shares
    Change vs previous 13F -245 shares

    0.34% of the 13F portfolio, value $2,955,032.

    13F-HR 0001951757-25-001297 filed by Naviter 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 ended2025-06-30
    13F 19,477 shares
    Change vs previous 13F -58 shares

    0.38% of the 13F portfolio, value $3,103,042.

    13F-HR 0001951757-25-000971 filed by Naviter 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 ended2025-03-31
    13F 19,535 shares
    Change vs previous 13F -93 shares

    0.4% of the 13F portfolio, value $3,282,545.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 19,628 shares
    Change vs previous 13F +393 shares

    0.4% of the 13F portfolio, value $3,290,700.

    13F-HR 0001951757-25-000201 filed by Naviter 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 ended2024-09-30
    13F 19,235 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,331,556.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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