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Disclosery

Wealthquest Corp: PG position timeline

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

Wealthquest Corp held 193,996 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 193,996 shares
    Change vs previous 13F -483 shares

    1.79% of the 13F portfolio, value $28,447,720.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 194,479 shares
    Change vs previous 13F +7,656 shares

    1.99% of the 13F portfolio, value $28,090,571.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 186,823 shares
    Change vs previous 13F +13,480 shares

    2.02% of the 13F portfolio, value $26,773,687.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 173,343 shares
    Change vs previous 13F -1,058 shares

    2.12% of the 13F portfolio, value $26,634,178.

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    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 174,401 shares
    Change vs previous 13F -1,257 shares

    2.19% of the 13F portfolio, value $27,785,722.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 175,658 shares
    Change vs previous 13F -1,355 shares

    2.5% of the 13F portfolio, value $29,935,673.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 177,013 shares
    Change vs previous 13F +2,904 shares

    2.41% of the 13F portfolio, value $29,676,251.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 174,109 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $30,127,963.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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