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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Gradient Investments 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)
267,216
Value
$39.2M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of PG by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026267,216$39.2M0.5%+16,950+6.8%AddedHolders
Q1 2026250,266$36.1M0.6%−2,823−1.1%ReducedHolders
Q4 2025253,089$36.3M0.6%+28,777+12.8%AddedHolders
Q3 2025224,312$34.5M0.6%+8,524+4.0%AddedHolders
Q2 2025215,788$34.4M0.6%−37,538−14.8%ReducedHolders
Q1 2025253,326$43.2M0.9%+18,535+7.9%AddedHolders
Q4 2024234,791$39.4M0.8%+16,921+7.8%AddedHolders
Q3 2024217,870$37.7M0.8%−9,004−4.0%ReducedHolders
Q2 2024226,874$37.4M0.8%+15,852+7.5%AddedHolders
Q1 2024211,022$34.2M0.8%+97,824+86.4%AddedHolders
Q4 2023113,198$16.6M0.4%+8,668+8.3%AddedHolders
Q3 2023104,530$15.2M0.4%+6,078+6.2%AddedHolders
Q2 202398,452$14.9M0.4%+514+0.5%AddedHolders
Q1 202397,938$14.6M0.4%+23,960+32.4%AddedHolders
Q4 202273,978$11.2M0.4%−6,056−7.6%ReducedHolders
Q3 202280,034$10.1M0.3%+5,982+8.1%AddedHolders
Q2 202274,052$10.6M0.3%−108,541−59.4%ReducedHolders
Q1 2022182,593$27.9M0.7%−30,713−14.4%ReducedHolders
Q4 2021213,306$34.9M0.9%+20,376+10.6%AddedHolders
Q3 2021192,930$27.0M0.8%+16,107+9.1%AddedHolders
Q2 2021176,823$23.9M0.7%+5,725+3.3%AddedHolders
Q1 2021171,098$23.2M0.8%––Holders

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