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Stack Financial Management, Inc: PG position timeline

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

Stack Financial Management, Inc held 94,993 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,993 shares
    Change vs previous 13F +1,456 shares

    1.09% of the 13F portfolio, value $13,929,830.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 93,537 shares
    Change vs previous 13F +555 shares

    0.99% of the 13F portfolio, value $13,510,482.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 92,982 shares
    Change vs previous 13F -2,679 shares

    1.02% of the 13F portfolio, value $13,325,199.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 95,661 shares
    Change vs previous 13F +400 shares

    1.22% of the 13F portfolio, value $14,698,353.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 95,261 shares
    Change vs previous 13F -1,414 shares

    1.34% of the 13F portfolio, value $15,176,968.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 96,675 shares
    Change vs previous 13F -1,597 shares

    1.37% of the 13F portfolio, value $16,475,281.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 98,272 shares
    Change vs previous 13F +962 shares

    1.51% of the 13F portfolio, value $16,475,345.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 97,310 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $16,854,085.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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