EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PG holding history

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

PG overview All 13F holders of PG Full Q2 2026 holdings

Shares (Q2 2026): 217,039
Value: $31.8M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of PG by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	217,039	$31.8M	0.1%	+66,848+44.5%	Added	Holders
Q1 2026	150,191	$21.7M	0.1%	−7,723−4.9%	Reduced	Holders
Q4 2025	157,914	$22.6M	0.1%	–	No prior filing	Holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	161,915	$25.8M	0.2%	+54,391+50.6%	Added	Holders
Q1 2025	107,524	$18.3M	0.1%	+937+0.9%	Added	Holders
Q4 2024	106,587	$17.9M	0.1%	+3,163+3.1%	Added	Holders
Q3 2024	103,424	$17.9M	0.2%	+5,177+5.3%	Added	Holders
Q2 2024	98,247	$16.2M	0.2%	+17,777+22.1%	Added	Holders
Q1 2024	80,470	$13.1M	0.2%	+1,698+2.2%	Added	Holders
Q4 2023	78,772	$11.5M	0.1%	+2,523+3.3%	Added	Holders
Q3 2023	76,249	$11.1M	0.2%	+71,000+1,352.6%	Added	Holders
Q2 2023	5,249	$11.2M	0.2%	−14,371−73.2%	Reduced	Holders
Q1 2023	19,620	$718.1K	<0.1%	−39,297−66.7%	Reduced	Holders
Q4 2022	58,917	$8.93M	0.2%	−2,206−3.6%	Reduced	Holders
Q3 2022	61,123	$7.72M	0.2%	+22,673+59.0%	Added	Holders
Q2 2022	38,450	$5.53M	0.1%	+7,083+22.6%	Added	Holders
Q1 2022	31,367	$4.79M	0.1%	−710−2.2%	Reduced	Holders
Q4 2021	32,077	$5.25M	0.1%	−373−1.1%	Reduced	Holders
Q3 2021	32,450	$4.54M	0.1%	+2,430+8.1%	Added	Holders
Q2 2021	30,020	$4.05M	0.1%	−385−1.3%	Reduced	Holders
Q1 2021	30,405	$4.12M	0.1%	–	–	Holders

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