Skip to content
Disclosery

Ascentis Wealth Management, LLC: PG position timeline

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

Ascentis Wealth Management, LLC held 2,023 PG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,023 shares
    Change vs previous 13F -19,918 shares

    0.04% of the 13F portfolio, value $296,977.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 357 shares
    • Ascentis Wealth Management, LLC: 1,666 shares

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

  2. period ended2026-03-31
    13F 21,941 shares
    Change vs previous 13F +9,996 shares

    0.17% of the 13F portfolio, value $3,169,898.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 19,462 shares
    • Ascentis Wealth Management, LLC: 2,479 shares

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

  3. period ended2025-12-31
    13F 11,945 shares
    Change vs previous 13F -103 shares

    0.16% of the 13F portfolio, value $1,712,130.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,786 shares
    • Ascentis Wealth Management, LLC: 2,159 shares

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

  4. period ended2025-09-30
    13F 12,048 shares
    Change vs previous 13F -26 shares

    0.17% of the 13F portfolio, value $1,851,674.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,788 shares
    • Ascentis Wealth Management, LLC: 3,260 shares

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

  5. period ended2025-06-30
    13F 12,074 shares
    Change vs previous 13F -2,439 shares

    0.2% of the 13F portfolio, value $1,930,656.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,525 shares
    • Ascentis Wealth Management, LLC: 3,549 shares

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

  6. period ended2025-03-31
    13F 14,513 shares
    Change vs previous 13F +3,555 shares

    0.3% of the 13F portfolio, value $2,474,372.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,913 shares
    • Ascentis Wealth Management, LLC: 3,600 shares

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

  7. period ended2024-12-31
    13F 10,958 shares
    Change vs previous 13F -7,013 shares

    0.22% of the 13F portfolio, value $1,837,320.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,152 shares
    • Ascentis Wealth Management, LLC: 2,806 shares

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

  8. period ended2024-09-30
    13F/A 17,971 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,114,283.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,265 shares
    • Ascentis Wealth Management, LLC: 4,706 shares

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