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Advisor OS, LLC: PG position timeline

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

Advisor OS, LLC held 27,169 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,169 shares
    Change vs previous 13F +690 shares

    0.27% of the 13F portfolio, value $3,984,255.

    13F-HR 0001085146-26-000561 filed by Advisor OS, LLC
    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 26,479 shares
    Change vs previous 13F +144 shares

    0.28% of the 13F portfolio, value $3,824,429.

    13F-HR 0001085146-26-000400 filed by Advisor OS, LLC
    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 26,335 shares
    Change vs previous 13F +2,265 shares

    0.3% of the 13F portfolio, value $3,774,151.

    13F-HR 0001085146-26-000144 filed by Advisor OS, LLC
    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 24,070 shares
    Change vs previous 13F -244 shares

    0.32% of the 13F portfolio, value $3,698,229.

    13F-HR 0001085146-25-005980 filed by Advisor OS, LLC
    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 24,314 shares
    Change vs previous 13F +1,077 shares

    0.38% of the 13F portfolio, value $3,873,661.

    13F-HR 0001085146-25-005152 filed by Advisor OS, LLC
    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 23,237 shares
    Change vs previous 13F +187 shares

    0.45% of the 13F portfolio, value $3,960,064.

    13F-HR 0001085146-25-002654 filed by Advisor OS, LLC
    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 23,050 shares
    Change vs previous 13F +1,214 shares

    0.45% of the 13F portfolio, value $3,864,326.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    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 21,836 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,781,952.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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