WADE G W & INC: PG position timeline

WADE G W & INC held 307,306 PG shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

1. period ended2023-12-31

   13F 307,306 shares

   Change vs previous 13F +10,113 shares

   1.46% of the 13F portfolio, value $45,033,000.

   13F-HR 0001580642-24-000847 filed by WADE G W & INC
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

2. period ended2023-09-30

   13F 297,193 shares

   Change vs previous 13F +7,994 shares

   1.61% of the 13F portfolio, value $43,349,000.

   13F-HR 0001580642-23-006128 filed by WADE G W & INC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

3. period ended2023-06-30

   13F 289,199 shares

   Change vs previous 13F +3,439 shares

   1.59% of the 13F portfolio, value $43,883,000.

   13F-HR 0001580642-23-004170 filed by WADE G W & INC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

4. period ended2023-03-31

   13F 285,760 shares

   Change vs previous 13F +4,156 shares

   1.63% of the 13F portfolio, value $42,490,000.

   13F-HR 0001580642-23-002645 filed by WADE G W & INC
   Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

5. period ended2022-12-31

   13F 281,604 shares

   Change vs previous 13F +6,028 shares

   1.75% of the 13F portfolio, value $42,680,000.

   13F-HR 0001580642-23-000803 filed by WADE G W & INC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

6. period ended2022-09-30

   13F 275,576 shares

   Change vs previous 13F +4,175 shares

   1.7% of the 13F portfolio, value $34,791,000.

   13F-HR 0001580642-22-005737 filed by WADE G W & INC
   Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

7. period ended2022-06-30

   13F 271,401 shares

   Change vs previous 13F +1,658 shares

   1.77% of the 13F portfolio, value $39,025,000.

   13F-HR 0001580642-22-003989 filed by WADE G W & INC
   Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

8. period ended2022-03-31

   13F 269,743 shares

   Change vs previous 13F not available

   1.77% of the 13F portfolio, value $41,217,000.

   13F-HR 0001580642-22-002717 filed by WADE G W & INC
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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