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Steward Partners Investment Advisory, LLC: PG position timeline

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

Steward Partners Investment Advisory, LLC held 287,360 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,360 shares
    Change vs previous 13F -11,611 shares

    0.22% of the 13F portfolio, value $42,138,498.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 298,971 shares
    Change vs previous 13F +17,840 shares

    0.22% of the 13F portfolio, value $43,183,411.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 281,131 shares
    Change vs previous 13F +13,897 shares

    0.22% of the 13F portfolio, value $40,288,713.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 267,234 shares
    Change vs previous 13F -27,168 shares

    0.24% of the 13F portfolio, value $41,060,400.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 294,402 shares
    Change vs previous 13F -560 shares

    0.37% of the 13F portfolio, value $46,903,984.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 294,962 shares
    Change vs previous 13F +3,758 shares

    0.44% of the 13F portfolio, value $50,267,336.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 291,204 shares
    Change vs previous 13F +9,429 shares

    0.43% of the 13F portfolio, value $48,820,372.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 281,775 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $48,803,457.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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