Strategic Wealth Investment Group, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Investment Group, LLC on PG, newest first. How the timeline and the estimate are built.
Strategic Wealth Investment Group, LLC held 71,103 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 71,103 sharesChange vs previous 13F -449 shares
1.26% of the 13F portfolio, value $10,426,606.
13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,552 sharesChange vs previous 13F +545 shares
1.31% of the 13F portfolio, value $10,334,982.
13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,007 sharesChange vs previous 13F -35,566 shares
1.25% of the 13F portfolio, value $10,175,962.
13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 106,573 sharesChange vs previous 13F +97,479 shares
1.38% of the 13F portfolio, value $16,374,911.
13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,094 sharesChange vs previous 13F +501 shares
2.1% of the 13F portfolio, value $1,448,920.
13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,593 sharesChange vs previous 13F -94,799 shares
2.55% of the 13F portfolio, value $1,464,478.
13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 103,392 sharesChange vs previous 13F +2,611 shares
1.92% of the 13F portfolio, value $17,333,642.
13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 100,781 sharesChange vs previous 13F not available
1.87% of the 13F portfolio, value $17,439,199.
13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).