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Diversify Advisory Services, LLC: PG position timeline

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

Diversify Advisory Services, LLC held 54,540 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,540 shares
    Change vs previous 13F +22,601 shares

    0.07% of the 13F portfolio, value $8,106,268.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,270 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,270 shares

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

  2. period ended2026-03-31
    13F 31,939 shares
    Change vs previous 13F +3,791 shares

    0.07% of the 13F portfolio, value $4,677,781.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,097 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 29,842 shares

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

  3. period ended2025-12-31
    13F 28,148 shares
    Change vs previous 13F -1,777 shares

    0.08% of the 13F portfolio, value $4,065,353.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,230 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,918 shares

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

  4. period ended2025-09-30
    13F 29,925 shares
    Change vs previous 13F -18,774 shares

    0.09% of the 13F portfolio, value $4,429,412.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,446 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 13,479 shares

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

  5. period ended2025-06-30
    13F 48,699 shares
    Change vs previous 13F +7,398 shares

    0.18% of the 13F portfolio, value $7,552,717.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,399 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 26,300 shares

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

  6. period ended2025-03-31
    13F 41,301 shares
    Change vs previous 13F +254 shares

    0.23% of the 13F portfolio, value $6,701,609.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,582 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,719 shares

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

  7. period ended2024-12-31
    13F 41,047 shares
    Change vs previous 13F +3,761 shares

    0.21% of the 13F portfolio, value $6,508,446.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,538 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,509 shares

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

  8. period ended2024-09-30
    13F 37,286 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,325,700.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 22,822 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,464 shares

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