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TRUE Private Wealth Advisors: PG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on PG, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 6,890 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,890 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $1,010,400.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 6,874 shares
    Change vs previous 13F -253 shares

    0.09% of the 13F portfolio, value $993,002.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 7,127 shares
    Change vs previous 13F -34 shares

    0.1% of the 13F portfolio, value $1,021,330.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 7,161 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $1,100,325.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 7,076 shares
    Change vs previous 13F +1,714 shares

    0.13% of the 13F portfolio, value $1,127,315.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 5,362 shares
    Change vs previous 13F +896 shares

    0.11% of the 13F portfolio, value $913,858.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 4,466 shares
    Change vs previous 13F +29 shares

    0.09% of the 13F portfolio, value $748,744.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 4,437 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $768,568.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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