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Kestra Advisory Services, LLC: PG position timeline

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

Kestra Advisory Services, LLC held 720,320 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 720,320 shares
    Change vs previous 13F -43,500 shares

    0.23% of the 13F portfolio, value $105,627,661.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 144,174 shares
    • Kestra Advisory Services, LLC: 565,676 shares
    • Kestra Investment Management, LLC: 10,470 shares

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

  2. period ended2026-03-31
    13F 763,820 shares
    Change vs previous 13F +142,344 shares

    0.27% of the 13F portfolio, value $110,326,124.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 150,097 shares
    • Kestra Advisory Services, LLC: 604,511 shares
    • Kestra Investment Management, LLC: 9,212 shares

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

  3. period ended2025-12-31
    13F 621,476 shares
    Change vs previous 13F +35,540 shares

    0.24% of the 13F portfolio, value $89,063,673.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 167,568 shares
    • Kestra Advisory Services, LLC: 449,860 shares
    • Kestra Investment Management, LLC: 4,048 shares

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

  4. period ended2025-09-30
    13F 585,936 shares
    Change vs previous 13F +67,723 shares

    0.27% of the 13F portfolio, value $90,029,052.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 162,265 shares
    • Kestra Advisory Services, LLC: 419,556 shares
    • Kestra Investment Management, LLC: 4,115 shares

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

  5. period ended2025-06-30
    13F/A 518,213 shares
    Change vs previous 13F +12,505 shares

    0.27% of the 13F portfolio, value $82,561,710.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 163,152 shares
    • Kestra Advisory Services, LLC: 345,474 shares
    • Kestra Investment Management, LLC: 9,587 shares

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

  6. period ended2025-03-31
    13F/A 505,708 shares
    Change vs previous 13F -25,884 shares

    0.29% of the 13F portfolio, value $86,182,758.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 142,493 shares
    • Kestra Advisory Services, LLC: 352,034 shares
    • Kestra Investment Management, LLC: 11,181 shares

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

  7. period ended2024-12-31
    13F 531,592 shares
    Change vs previous 13F +13,159 shares

    0.33% of the 13F portfolio, value $89,121,420.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 138,171 shares
    • Kestra Advisory Services, LLC: 382,903 shares
    • Kestra Investment Management, LLC: 10,518 shares

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

  8. period ended2024-09-30
    13F 518,433 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $89,792,638.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 118,853 shares
    • Kestra Advisory Services, LLC: 391,246 shares
    • Kestra Investment Management, LLC: 8,334 shares

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