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Disclosery

Wambolt & Associates, LLC: PG position timeline

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

Wambolt & Associates, LLC held 22,391 PG shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,391 shares
    Change vs previous 13F +2,995 shares

    1.21% of the 13F portfolio, value $3,610,017.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,396 shares
    Change vs previous 13F -52 shares

    1.12% of the 13F portfolio, value $3,308,245.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 19,448 shares
    Change vs previous 13F -6,485 shares

    1.04% of the 13F portfolio, value $3,260,591.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 25,933 shares
    Change vs previous 13F +291 shares

    1.23% of the 13F portfolio, value $4,487,380.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 25,642 shares
    Change vs previous 13F +163 shares

    1.21% of the 13F portfolio, value $4,172,426.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 25,479 shares
    Change vs previous 13F +2,999 shares

    1.22% of the 13F portfolio, value $4,091,352.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 22,480 shares
    Change vs previous 13F +195 shares

    1.08% of the 13F portfolio, value $3,294,216.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 22,285 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,235,602.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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