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Disclosery

Whelan Financial: PG position timeline

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

Whelan Financial held 3,621 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,621 shares
    Change vs previous 13F +385 shares

    0.14% of the 13F portfolio, value $530,977.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 3,236 shares
    Change vs previous 13F +105 shares

    0.15% of the 13F portfolio, value $467,414.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 3,131 shares
    Change vs previous 13F -225 shares

    0.14% of the 13F portfolio, value $448,683.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 3,356 shares
    Change vs previous 13F +226 shares

    0.16% of the 13F portfolio, value $515,712.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 3,130 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $498,708.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 3,096 shares
    Change vs previous 13F +87 shares

    0.21% of the 13F portfolio, value $527,653.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 3,009 shares
    Change vs previous 13F +358 shares

    0.2% of the 13F portfolio, value $504,400.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 2,651 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $459,189.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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