Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Modera 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 overview All 13F holders of PG Full Q2 2026 holdings

Shares (Q2 2026): 138,075
Value: $20.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PG by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	138,075	$20.2M	0.2%	−6,089−4.2%	Reduced	Holders
Q1 2026	144,164	$20.8M	0.2%	+1,479+1.0%	Added	Holders
Q4 2025	142,685	$20.4M	0.2%	−2,912−2.0%	Reduced	Holders
Q3 2025	145,597	$22.4M	0.3%	−4,099−2.7%	Reduced	Holders
Q2 2025	149,696	$23.8M	0.3%	−5,256−3.4%	Reduced	Holders
Q1 2025	154,952	$26.4M	0.4%	−3,225−2.0%	Reduced	Holders
Q4 2024	158,177	$26.5M	0.3%	+1,160+0.7%	Added	Holders
Q3 2024	157,017	$27.2M	0.3%	−3,291−2.1%	Reduced	Holders
Q2 2024	160,308	$26.4M	0.4%	−3,050−1.9%	Reduced	Holders
Q1 2024	163,358	$26.5M	0.4%	−3,419−2.1%	Reduced	Holders
Q4 2023	166,777	$24.4M	0.4%	−2,375−1.4%	Reduced	Holders
Q3 2023	169,152	$24.7M	0.5%	−13,132−7.2%	Reduced	Holders
Q2 2023	182,284	$27.7M	0.5%	+154,193+548.9%	Added	Holders
Q1 2023	28,091	$4.18M	0.2%	−327−1.2%	Reduced	Holders
Q4 2022	28,418	$4.31M	0.2%	−223−0.8%	Reduced	Holders
Q3 2022	28,641	$3.62M	0.2%	−1,878−6.2%	Reduced	Holders
Q2 2022	30,519	$4.39M	0.2%	−580−1.9%	Reduced	Holders
Q1 2022	31,099	$4.75M	0.2%	+1,281+4.3%	Added	Holders
Q4 2021	29,818	$4.88M	0.2%	+15,536+108.8%	Added	Holders
Q3 2021	14,282	$2.00M	0.1%	+1,039+7.8%	Added	Holders
Q2 2021	13,243	$1.79M	0.1%	−893−6.3%	Reduced	Holders
Q1 2021	14,136	$1.92M	0.1%	–	–	Holders

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