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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
197,251
Value
$28.9M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026197,251$28.9M0.3%−16,937−7.9%ReducedHolders
Q1 2026214,188$30.9M0.3%+17,869+9.1%AddedHolders
Q4 2025196,319$28.1M0.4%−2,804−1.4%ReducedHolders
Q3 2025199,123$30.6M0.4%−26,548−11.8%ReducedHolders
Q2 2025225,671$36.0M0.5%+8,292+3.8%AddedHolders
Q1 2025217,379$37.0M0.6%+3,343+1.6%AddedHolders
Q4 2024214,036$35.9M0.5%−7,130−3.2%ReducedHolders
Q3 2024221,166$38.3M0.6%+6,824+3.2%AddedHolders
Q2 2024214,342$35.3M0.6%+130,055+154.3%AddedHolders
Q1 202484,287$14.0M0.7%+955+1.1%AddedHolders
Q4 202383,332$12.2M0.6%−913−1.1%ReducedHolders
Q3 202384,245$12.3M0.8%+3,189+3.9%AddedHolders
Q2 202381,056$12.3M0.7%+6,400+8.6%AddedHolders
Q1 202374,656$11.1M0.8%+1,182+1.6%AddedHolders
Q4 202273,474$11.1M0.9%+2,070+2.9%AddedHolders
Q3 202271,404$9.02M0.8%−9,916−12.2%ReducedHolders
Q2 202281,320$11.7M0.9%+1,554+1.9%AddedHolders
Q1 202279,766$12.2M0.8%+2,320+3.0%AddedHolders
Q4 202177,446$12.7M0.9%+1,797+2.4%AddedHolders
Q3 202175,649$10.6M0.8%−453−0.6%ReducedHolders
Q2 202176,102$10.3M0.8%+1,738+2.3%AddedHolders
Q1 202174,364$10.1M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.