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Sound View Wealth Advisors Group, LLC: PG position timeline

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

Sound View Wealth Advisors Group, LLC held 81,681 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,681 shares
    Change vs previous 13F +3,171 shares

    0.74% of the 13F portfolio, value $11,977,712.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 78,510 shares
    Change vs previous 13F -1,770 shares

    0.77% of the 13F portfolio, value $11,339,915.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 80,280 shares
    Change vs previous 13F -3,334 shares

    0.77% of the 13F portfolio, value $11,504,992.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, 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 83,614 shares
    Change vs previous 13F -2,919 shares

    0.88% of the 13F portfolio, value $12,847,276.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, 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 86,533 shares
    Change vs previous 13F +1,749 shares

    1.02% of the 13F portfolio, value $13,786,449.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, 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 84,784 shares
    Change vs previous 13F -5,718 shares

    1.19% of the 13F portfolio, value $14,448,926.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, 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 90,502 shares
    Change vs previous 13F +1,106 shares

    1.22% of the 13F portfolio, value $15,172,673.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, 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 89,396 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $15,483,386.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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