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Disclosery

Simplicity Wealth,LLC: PG position timeline

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

Simplicity Wealth,LLC held 64,292 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,292 shares
    Change vs previous 13F +11,497 shares

    0.32% of the 13F portfolio, value $9,427,856.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 52,795 shares
    Change vs previous 13F +4,840 shares

    0.43% of the 13F portfolio, value $7,625,793.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 47,955 shares
    Change vs previous 13F -2,685 shares

    0.41% of the 13F portfolio, value $6,872,430.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 50,640 shares
    Change vs previous 13F -53,204 shares

    0.45% of the 13F portfolio, value $7,780,848.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 103,844 shares
    Change vs previous 13F +47,288 shares

    0.69% of the 13F portfolio, value $16,544,590.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 56,556 shares
    Change vs previous 13F +40,781 shares

    0.75% of the 13F portfolio, value $9,638,233.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 15,775 shares
    Change vs previous 13F -15,745 shares

    0.55% of the 13F portfolio, value $2,644,635.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 31,520 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,459,197.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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