PENSION & WEALTH MANAGEMENT ADVISORS, INC.: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on PG, newest first. How the timeline and the estimate are built.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,039 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-16.
the latest 13F is the newest step
- period ended2026-09-3013F 3,039 sharesChange vs previous 13F +1,063 shares
0.1% of the 13F portfolio, value $441,576.
13F-HR 0002145782-26-000020 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Accepted , ingested - period ended2026-06-3013F 1,976 sharesChange vs previous 13F -92 shares
0.08% of the 13F portfolio, value $289,828.
13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,068 sharesChange vs previous 13F -74 shares
0.09% of the 13F portfolio, value $298,741.
13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,142 sharesChange vs previous 13F +11 shares
0.09% of the 13F portfolio, value $307,027.
13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,131 sharesChange vs previous 13F -49 shares
0.1% of the 13F portfolio, value $327,549.
13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,180 sharesChange vs previous 13F +1 shares
0.12% of the 13F portfolio, value $347,457.
13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,179 sharesChange vs previous 13F -198 shares
0.14% of the 13F portfolio, value $371,402.
13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,377 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $398,653.
13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).