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Disclosery

Forum Financial Management, LP: PG position timeline

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

Forum Financial Management, LP held 17,688 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,688 shares
    Change vs previous 13F +4,373 shares

    0.03% of the 13F portfolio, value $2,593,798.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 13,315 shares
    Change vs previous 13F -19,083 shares

    0.03% of the 13F portfolio, value $1,923,158.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 32,398 shares
    Change vs previous 13F -441 shares

    0.06% of the 13F portfolio, value $4,643,049.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 32,839 shares
    Change vs previous 13F +7,668 shares

    0.07% of the 13F portfolio, value $5,045,734.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 25,171 shares
    Change vs previous 13F +668 shares

    0.06% of the 13F portfolio, value $4,010,344.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 24,503 shares
    Change vs previous 13F +269 shares

    0.07% of the 13F portfolio, value $4,175,885.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 24,234 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,062,699.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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