JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by JFS 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): 28,368
Value: $4.16M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PG by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,368	$4.16M	0.2%	−262−0.9%	Reduced	Holders
Q1 2026	28,630	$4.14M	0.2%	−1,061−3.6%	Reduced	Holders
Q4 2025	29,691	$4.26M	0.2%	+1,514+5.4%	Added	Holders
Q3 2025	28,177	$4.33M	0.3%	−215−0.8%	Reduced	Holders
Q2 2025	28,392	$4.52M	0.3%	−540−1.9%	Reduced	Holders
Q1 2025	28,932	$4.93M	0.3%	+265+0.9%	Added	Holders
Q4 2024	28,667	$4.81M	0.3%	−572−2.0%	Reduced	Holders
Q3 2024	29,239	$5.06M	0.3%	+11,385+63.8%	Added	Holders
Q2 2024	17,854	$2.94M	0.2%	−317−1.7%	Reduced	Holders
Q1 2024	18,171	$2.95M	0.2%	−82−0.4%	Reduced	Holders
Q4 2023	18,253	$2.67M	0.2%	−236−1.3%	Reduced	Holders
Q3 2023	18,489	$2.70M	0.3%	+479+2.7%	Added	Holders
Q2 2023	18,010	$2.73M	0.2%	−268−1.5%	Reduced	Holders
Q1 2023	18,278	$2.72M	0.3%	−31−0.2%	Reduced	Holders
Q4 2022	18,309	$2.77M	0.3%	−83−0.5%	Reduced	Holders
Q3 2022	18,392	$2.32M	0.3%	−369−2.0%	Reduced	Holders
Q2 2022	18,761	$2.70M	0.3%	+90.0%	Added	Holders
Q1 2022	18,752	$2.87M	0.3%	+35+0.2%	Added	Holders
Q4 2021	18,717	$3.06M	0.3%	+1,204+6.9%	Added	Holders
Q3 2021	17,513	$2.45M	0.3%	+828+5.0%	Added	Holders
Q2 2021	16,685	$2.25M	0.3%	−610−3.5%	Reduced	Holders
Q1 2021	17,295	$2.34M	0.5%	–	–	Holders

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