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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

PG holding history

Procter & Gamble Co in every 13F filed by BIP Wealth, 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)
24,655
Value
$3.62M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of PG by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,655$3.62M0.1%+5,061+25.8%AddedHolders
Q1 202619,594$2.83M0.1%−344−1.7%ReducedHolders
Q4 202519,938$2.86M0.1%+11,053+124.4%AddedHolders
Q3 20258,885$1.37M0.1%+1,878+26.8%AddedHolders
Q2 20257,007$1.12M0.1%−1,778−20.2%ReducedHolders
Q1 20258,785$1.50M0.1%−390−4.3%ReducedHolders
Q4 20249,175$1.54M0.1%−420−4.4%ReducedHolders
Q3 20249,595$1.66M0.1%+4,646+93.9%AddedHolders
Q2 20244,949$816.3K0.1%−82−1.6%ReducedHolders
Q1 20245,031$816.4K0.1%+150+3.1%AddedHolders
Q4 20234,881$715.4K0.1%+1,245+34.2%AddedHolders
Q3 20233,636$530.3K<0.1%+119+3.4%AddedHolders
Q2 20233,517$533.7K<0.1%−1,398−28.4%ReducedHolders
Q1 20234,915$730.8K0.1%–No prior filingHolders