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Disclosery

VANCE WEALTH, LLC: PG position timeline

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

VANCE WEALTH, LLC held 76,566 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,566 shares
    Change vs previous 13F -6,838 shares

    2.53% of the 13F portfolio, value $11,227,664.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 83,404 shares
    Change vs previous 13F +231 shares

    3.48% of the 13F portfolio, value $12,046,858.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 83,173 shares
    Change vs previous 13F -3,747 shares

    3.54% of the 13F portfolio, value $11,919,590.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 86,920 shares
    Change vs previous 13F +23 shares

    4.11% of the 13F portfolio, value $13,355,280.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 86,897 shares
    Change vs previous 13F +67 shares

    4.67% of the 13F portfolio, value $13,844,437.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 86,830 shares
    Change vs previous 13F -29 shares

    5.56% of the 13F portfolio, value $14,797,527.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 86,859 shares
    Change vs previous 13F -367 shares

    5.62% of the 13F portfolio, value $14,561,947.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 87,226 shares
    Change vs previous 13F not available

    5.72% of the 13F portfolio, value $15,107,603.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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