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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

PG holding history

Procter & Gamble Co in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
47,896
Value
$7.36M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of PG by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202547,896$7.36M0.3%−2,585−5.1%ReducedHolders
Q2 202550,481$8.04M0.4%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202452,495$8.80M0.4%−2,055−3.8%ReducedHolders
Q3 202454,550$9.45M0.4%−3,784−6.5%ReducedHolders
Q2 202458,334$9.62M0.5%−688−1.2%ReducedHolders
Q1 202459,022$9.58M0.5%−165−0.3%ReducedHolders
Q4 202359,187$8.67M0.5%−1,091−1.8%ReducedHolders
Q3 202360,278$8.79M0.5%−234−0.4%ReducedHolders
Q2 202360,512$9.18M0.5%−2,115−3.4%ReducedHolders
Q1 202362,627$9.31M0.5%−379−0.6%ReducedHolders
Q4 202263,006$9.55M0.6%+2,972+5.0%AddedHolders
Q3 202260,034$7.58M0.5%+2,105+3.6%AddedHolders
Q2 202257,929$8.33M0.6%+2,776+5.0%AddedHolders
Q1 202255,153$8.43M0.5%+2,710+5.2%AddedHolders
Q4 202152,443$8.58M0.5%+1,421+2.8%AddedHolders
Q3 202151,022$7.13M0.4%−680−1.3%ReducedHolders
Q2 202151,702$6.98M0.4%+137+0.3%AddedHolders
Q1 202151,565$6.98M0.5%––Holders

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