Talisman Wealth Advisors LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talisman Wealth Advisors LLC on PG, newest first. How the timeline and the estimate are built.
Talisman Wealth Advisors LLC held 2,145 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,145 sharesChange vs previous 13F +315 shares
0.23% of the 13F portfolio, value $314,523.
13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors 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 1,830 sharesChange vs previous 13F -472 shares
0.21% of the 13F portfolio, value $264,273.
13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors 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 2,302 sharesChange vs previous 13F -88 shares
0.26% of the 13F portfolio, value $330,222.
13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors 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 2,390 sharesChange vs previous 13F -14 shares
0.3% of the 13F portfolio, value $367,290.
13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors 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 2,404 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $382,984.
13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors 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 2,404 sharesChange vs previous 13F -168 shares
0.42% of the 13F portfolio, value $409,754.
13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors 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 2,572 sharesChange vs previous 13F -58 shares
0.46% of the 13F portfolio, value $431,193.
13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors 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 2,630 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $456,310.
13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).