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Disclosery

Gradient Investments LLC: PG position timeline

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

Gradient Investments LLC held 282,122 PG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 282,122 shares
    Change vs previous 13F +14,906 shares

    0.59% of the 13F portfolio, value $40,986,637.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 267,216 shares
    Change vs previous 13F +16,950 shares

    0.54% of the 13F portfolio, value $39,184,523.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 250,266 shares
    Change vs previous 13F -2,823 shares

    0.56% of the 13F portfolio, value $36,148,476.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 253,089 shares
    Change vs previous 13F +28,777 shares

    0.58% of the 13F portfolio, value $36,270,199.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 224,312 shares
    Change vs previous 13F +8,524 shares

    0.58% of the 13F portfolio, value $34,465,499.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 215,788 shares
    Change vs previous 13F -37,538 shares

    0.63% of the 13F portfolio, value $34,379,386.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 253,326 shares
    Change vs previous 13F +18,535 shares

    0.87% of the 13F portfolio, value $43,171,821.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 234,791 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $39,362,662.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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