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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Evermay Wealth Management 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)
7,204
Value
$1.06M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,204$1.06M0.1%−362−4.8%ReducedHolders
Q1 20267,566$1.09M0.1%−148−1.9%ReducedHolders
Q4 20257,714$1.11M0.1%−415−5.1%ReducedHolders
Q3 20258,129$1.25M0.1%−20.0%ReducedHolders
Q2 20258,131$1.30M0.2%00.0%UnchangedHolders
Q1 20258,131$1.39M0.2%+929+12.9%AddedHolders
Q4 20247,202$1.21M0.2%−55−0.8%ReducedHolders
Q3 20247,257$1.26M0.2%−427−5.6%ReducedHolders
Q2 20247,684$1.27M0.2%+697+10.0%AddedHolders
Q1 20246,987$1.13M0.2%+574+9.0%AddedHolders
Q4 20236,413$939.8K0.2%+20+0.3%AddedHolders
Q3 20236,393$932.5K0.2%+67+1.1%AddedHolders
Q2 20236,326$959.9K0.2%−890−12.3%ReducedHolders
Q1 20237,216$1.07M0.2%−127−1.7%ReducedHolders
Q4 20227,343$1.11M0.2%00.0%UnchangedHolders
Q3 20227,343$927.0K0.2%−82−1.1%ReducedHolders
Q2 20227,425$1.07M0.2%−173−2.3%ReducedHolders
Q1 20227,598$1.16M0.2%−365−4.6%ReducedHolders
Q4 20217,963$1.30M0.2%−230−2.8%ReducedHolders
Q3 20218,193$1.15M0.2%−2,198−21.2%ReducedHolders
Q2 202110,391$1.40M0.3%−50−0.5%ReducedHolders
Q1 202110,441$1.41M0.3%––Holders

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