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Disclosery

Concord Wealth Partners: PG position timeline

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

Concord Wealth Partners held 47,999 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,999 shares
    Change vs previous 13F +668 shares

    0.46% of the 13F portfolio, value $7,038,576.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 26,058 shares
    • Concord Asset Management, LLC/VA: 21,941 shares

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

  2. period ended2026-03-31
    13F 47,331 shares
    Change vs previous 13F +6,578 shares

    0.5% of the 13F portfolio, value $6,836,573.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 25,761 shares
    • Concord Asset Management, LLC/VA: 21,570 shares

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

  3. period ended2025-12-31
    13F 40,753 shares
    Change vs previous 13F +1,481 shares

    0.43% of the 13F portfolio, value $5,840,391.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 22,441 shares
    • Concord Asset Management, LLC/VA: 18,312 shares

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

  4. period ended2025-09-30
    13F 39,272 shares
    Change vs previous 13F -4,060 shares

    0.47% of the 13F portfolio, value $6,034,151.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 21,820 shares
    • Concord Asset Management, LLC/VA: 17,452 shares

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

  5. period ended2025-06-30
    13F 43,332 shares
    Change vs previous 13F +6,538 shares

    0.51% of the 13F portfolio, value $6,903,656.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 21,666 shares
    • Concord Asset Management, LLC/VA: 21,666 shares

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

  6. period ended2025-03-31
    13F 36,794 shares
    Change vs previous 13F -885 shares

    0.58% of the 13F portfolio, value $6,195,724.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 20,862 shares
    • Concord Asset Management, LLC/VA: 15,932 shares

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

  7. period ended2024-12-31
    13F 37,679 shares
    Change vs previous 13F -12,824 shares

    0.59% of the 13F portfolio, value $6,316,978.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 20,833 shares
    • Concord Asset Management, LLC/VA: 16,846 shares

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

  8. period ended2024-09-30
    13F 50,503 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,747,017.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 26,960 shares
    • Concord Asset Management, LLC/VA: 23,543 shares

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