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Sheaff Brock Investment Advisors, LLC: PG position timeline

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

Sheaff Brock Investment Advisors, LLC held 48,807 PG shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 48,807 shares
    Change vs previous 13F +488 shares

    0.76% of the 13F portfolio, value $8,317,707.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 48,319 shares
    Change vs previous 13F -112 shares

    0.7% of the 13F portfolio, value $8,100,726.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 48,431 shares
    Change vs previous 13F +240 shares

    0.74% of the 13F portfolio, value $8,388,257.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 48,191 shares
    Change vs previous 13F -26,881 shares

    0.74% of the 13F portfolio, value $7,947,648.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 75,072 shares
    Change vs previous 13F +800 shares

    0.97% of the 13F portfolio, value $12,180,494.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 74,272 shares
    Change vs previous 13F +750 shares

    0.98% of the 13F portfolio, value $10,883,813.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 73,522 shares
    Change vs previous 13F +23,787 shares

    1.08% of the 13F portfolio, value $10,723,953.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 49,735 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $7,546,777.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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