Wealth Management Partners, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on PG, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 3,003 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 3,003 sharesChange vs previous 13F -70 shares
0.1% of the 13F portfolio, value $440,360.
13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 3,073 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $443,864.
13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 3,073 sharesChange vs previous 13F +570 shares
0.13% of the 13F portfolio, value $440,392.
13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 2,503 sharesChange vs previous 13F -87 shares
0.12% of the 13F portfolio, value $384,586.
13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 2,590 sharesChange vs previous 13F +71 shares
0.15% of the 13F portfolio, value $415,695.
13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 2,519 sharesChange vs previous 13F +101 shares
0.2% of the 13F portfolio, value $429,288.
13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 2,418 sharesChange vs previous 13F -28 shares
0.17% of the 13F portfolio, value $405,378.
13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 2,446 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $423,647.
13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).