Skip to content
Disclosery

ROI Financial Advisors, LLC: PG position timeline

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

ROI Financial Advisors, LLC held 9,992 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,992 shares
    Change vs previous 13F -950 shares

    0.76% of the 13F portfolio, value $1,465,177.

    13F-HR 0001941040-26-000606 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,942 shares
    Change vs previous 13F -3,358 shares

    0.95% of the 13F portfolio, value $1,580,431.

    13F-HR 0001941040-26-000371 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,300 shares
    Change vs previous 13F -2,380 shares

    1.18% of the 13F portfolio, value $2,049,374.

    13F-HR 0001941040-26-000135 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,680 shares
    Change vs previous 13F -1,579 shares

    1.53% of the 13F portfolio, value $2,562,865.

    13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,259 shares
    Change vs previous 13F -132 shares

    1.85% of the 13F portfolio, value $2,908,947.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,391 shares
    Change vs previous 13F -492 shares

    2.28% of the 13F portfolio, value $3,134,185.

    13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,883 shares
    Change vs previous 13F +34 shares

    2.16% of the 13F portfolio, value $3,165,813.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,849 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,264,623.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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