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Disclosery

PBMares Wealth Management LLC: PG position timeline

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

PBMares Wealth Management LLC held 6,079 PG shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,079 shares
    Change vs previous 13F +143 shares

    0.15% of the 13F portfolio, value $934,082.

    13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,936 shares
    Change vs previous 13F -196 shares

    0.17% of the 13F portfolio, value $945,798.

    13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,132 shares
    Change vs previous 13F -312 shares

    0.21% of the 13F portfolio, value $1,045,077.

    13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,444 shares
    Change vs previous 13F +92 shares

    0.22% of the 13F portfolio, value $1,080,408.

    13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,352 shares
    Change vs previous 13F +288 shares

    0.23% of the 13F portfolio, value $1,100,087.

    13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,064 shares
    Change vs previous 13F -241 shares

    0.25% of the 13F portfolio, value $999,999.

    13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,305 shares
    Change vs previous 13F -499 shares

    0.27% of the 13F portfolio, value $1,022,912.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,804 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $996,991.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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