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Retirement Wealth Solutions LLC: PG position timeline

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

Retirement Wealth Solutions LLC held 535 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 535 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $77,736.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 483 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $70,871.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 483 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $69,695.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 482 shares
    Change vs previous 13F -68 shares

    0.04% of the 13F portfolio, value $69,053.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 550 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $84,526.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 553 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $88,173.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 553 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $94,205.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 552 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $87,554.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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