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Disclosery

Synergy Asset Management, LLC: PG position timeline

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

Synergy Asset Management, LLC held 12,939 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,939 shares
    Change vs previous 13F -161 shares

    0.18% of the 13F portfolio, value $1,897,375.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, LLC
    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 13,100 shares
    Change vs previous 13F -306 shares

    0.2% of the 13F portfolio, value $1,892,164.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, LLC
    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 13,406 shares
    Change vs previous 13F -9,963 shares

    0.2% of the 13F portfolio, value $1,921,214.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 23,369 shares
    Change vs previous 13F +19,902 shares

    0.13% of the 13F portfolio, value $3,629,961.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,467 shares
    Change vs previous 13F -91,973 shares

    0.06% of the 13F portfolio, value $552,362.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 95,440 shares
    Change vs previous 13F +89,007 shares

    2.05% of the 13F portfolio, value $16,264,884.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, LLC
    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 6,433 shares
    Change vs previous 13F +3,327 shares

    0.08% of the 13F portfolio, value $1,090,174.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,106 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $537,959.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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