Rockline Wealth Management, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockline Wealth Management, LLC on PG, newest first. How the timeline and the estimate are built.
Rockline Wealth Management, LLC held 28,180 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 28,180 sharesChange vs previous 13F -806 shares
0.79% of the 13F portfolio, value $4,132,357.
13F-HR 0001172661-26-002781 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,986 sharesChange vs previous 13F -820 shares
0.91% of the 13F portfolio, value $4,186,788.
13F-HR 0001172661-26-001574 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,806 sharesChange vs previous 13F -96 shares
0.87% of the 13F portfolio, value $4,271,574.
13F-HR 0001172661-26-000560 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,902 sharesChange vs previous 13F -1,256 shares
0.95% of the 13F portfolio, value $4,594,533.
13F-HR 0001172661-25-004538 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,158 sharesChange vs previous 13F +27 shares
1.17% of the 13F portfolio, value $4,964,113.
13F-HR 0001172661-25-002900 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,131 sharesChange vs previous 13F +901 shares
1.48% of the 13F portfolio, value $5,305,372.
13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,230 sharesChange vs previous 13F +1,461 shares
1.35% of the 13F portfolio, value $5,068,124.
13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,769 sharesChange vs previous 13F not available
1.41% of the 13F portfolio, value $4,982,713.
13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).