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Successful Portfolios LLC: PG position timeline

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

Successful Portfolios LLC held 8,176 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,176 shares
    Change vs previous 13F -23 shares

    0.55% of the 13F portfolio, value $1,192,785.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,199 shares
    Change vs previous 13F -86 shares

    0.56% of the 13F portfolio, value $1,204,825.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,285 shares
    Change vs previous 13F -1,652 shares

    0.66% of the 13F portfolio, value $1,198,284.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,937 shares
    Change vs previous 13F +79 shares

    0.72% of the 13F portfolio, value $1,409,817.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,858 shares
    Change vs previous 13F +167 shares

    0.88% of the 13F portfolio, value $1,514,730.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,691 shares
    Change vs previous 13F -8 shares

    0.95% of the 13F portfolio, value $1,544,019.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,699 shares
    Change vs previous 13F +2 shares

    1.12% of the 13F portfolio, value $1,652,945.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,697 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,625,732.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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