Roberts Wealth Advisors, LLC: PG position timeline

Roberts Wealth Advisors, LLC held 30,213 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 30,213 shares

   Change vs previous 13F +276 shares

   0.99% of the 13F portfolio, value $4,389,302.

   13F-HR 0001754960-26-000879 filed by Roberts Wealth Advisors, LLC
   Accepted 2026-10-14 10:06:02 UTC, ingested 2026-10-14 10:06:28 UTC

2. period ended2026-06-30

   13F 29,937 shares

   Change vs previous 13F +432 shares

   1% of the 13F portfolio, value $4,389,920.

   13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 29,505 shares

   Change vs previous 13F +1,612 shares

   1.08% of the 13F portfolio, value $4,261,660.

   13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 27,893 shares

   Change vs previous 13F +125 shares

   1.04% of the 13F portfolio, value $3,997,304.

   13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 27,768 shares

   Change vs previous 13F -426 shares

   1.13% of the 13F portfolio, value $4,266,510.

   13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 28,194 shares

   Change vs previous 13F +66 shares

   1.29% of the 13F portfolio, value $4,491,821.

   13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 28,128 shares

   Change vs previous 13F -506 shares

   1.48% of the 13F portfolio, value $4,793,524.

   13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 28,634 shares

   Change vs previous 13F not available

   1.39% of the 13F portfolio, value $4,571,370.

   13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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