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Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Beacon Financial Group, 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)
7,490
Value
$1.10M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,490$1.10M0.1%−101−1.3%ReducedHolders
Q1 20267,591$1.10M0.1%−79−1.0%ReducedHolders
Q4 20257,670$1.10M0.1%−931−10.8%ReducedHolders
Q3 20258,601$1.32M0.1%−668−7.2%ReducedHolders
Q2 20259,269$1.48M0.2%−130−1.4%ReducedHolders
Q1 20259,399$1.60M0.2%+94+1.0%AddedHolders
Q4 20249,305$1.56M0.2%+224+2.5%AddedHolders
Q3 20249,081$1.57M0.2%+131+1.5%AddedHolders
Q2 20248,950$1.48M0.2%+133+1.5%AddedHolders
Q1 20248,817$1.43M0.2%−405−4.4%ReducedHolders
Q4 20239,222$1.35M0.2%−111−1.2%ReducedHolders
Q3 20239,333$1.44M0.2%−323−3.3%ReducedHolders
Q2 20239,656$1.44M0.2%−250−2.5%ReducedHolders
Q1 20239,906$1.50M0.2%−152−1.5%ReducedHolders
Q4 202210,058$1.52M0.2%−7−0.1%ReducedHolders
Q3 202210,065$1.29M0.2%+10.0%AddedHolders
Q2 202210,064$1.45M0.2%+20.0%AddedHolders
Q1 202210,062$1.54M0.2%−77−0.8%ReducedHolders
Q4 202110,139$1.65M0.2%−699−6.4%ReducedHolders
Q3 202110,838$1.54M0.2%−537−4.7%ReducedHolders
Q2 202111,375$1.59M0.2%−18,840−62.4%ReducedHolders
Q1 202130,215$4.11M0.6%––Holders

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