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Soltis Investment Advisors LLC: PG position timeline

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

Soltis Investment Advisors LLC held 64,039 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,039 shares
    Change vs previous 13F +2,117 shares

    0.54% of the 13F portfolio, value $9,390,666.

    13F-HR 0001802530-26-000004 filed by Soltis 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 ended2026-03-31
    13F 61,922 shares
    Change vs previous 13F +11,070 shares

    0.58% of the 13F portfolio, value $8,943,947.

    13F-HR 0001802530-26-000003 filed by Soltis 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 ended2025-12-31
    13F/A 50,852 shares
    Change vs previous 13F +1,101 shares

    0.48% of the 13F portfolio, value $7,287,588.

    13F-HR/A 0001802530-26-000002 filed by Soltis 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 ended2025-09-30
    13F 49,751 shares
    Change vs previous 13F +12,555 shares

    0.53% of the 13F portfolio, value $7,644,194.

    13F-HR 0001802530-25-000007 filed by Soltis 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 ended2025-06-30
    13F 37,196 shares
    Change vs previous 13F +3,440 shares

    0.47% of the 13F portfolio, value $5,926,002.

    13F-HR 0001802530-25-000004 filed by Soltis 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 ended2025-03-31
    13F 33,756 shares
    Change vs previous 13F -750 shares

    0.51% of the 13F portfolio, value $5,752,745.

    13F-HR 0001802530-25-000003 filed by Soltis 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 ended2024-12-31
    13F 34,506 shares
    Change vs previous 13F +801 shares

    0.54% of the 13F portfolio, value $5,784,962.

    13F-HR 0001802530-25-000002 filed by Soltis 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 ended2024-09-30
    13F/A 33,705 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,837,772.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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