Waldron Private Wealth LLC

SEC CIK: 0001598180
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Waldron Private Wealth 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): 25,030
Value: $3.67M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PG by Waldron Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,030	$3.67M	0.1%	+477+1.9%	Added	Holders
Q1 2026	24,553	$3.55M	0.1%	−811−3.2%	Reduced	Holders
Q4 2025	25,364	$3.63M	0.1%	+318+1.3%	Added	Holders
Q3 2025	25,046	$3.85M	0.2%	−985−3.8%	Reduced	Holders
Q2 2025	26,031	$4.15M	0.2%	−755−2.8%	Reduced	Holders
Q1 2025	26,786	$4.56M	0.2%	−15,731−37.0%	Reduced	Holders
Q4 2024	42,517	$7.13M	0.3%	+180+0.4%	Added	Holders
Q3 2024	42,337	$7.33M	0.3%	+582+1.4%	Added	Holders
Q2 2024	41,755	$6.89M	0.3%	−171−0.4%	Reduced	Holders
Q1 2024	41,926	$6.80M	0.3%	+70.0%	Added	Holders
Q4 2023	41,919	$6.14M	0.3%	−731−1.7%	Reduced	Holders
Q3 2023	42,650	$6.22M	0.3%	+181+0.4%	Added	Holders
Q2 2023	42,469	$6.44M	0.3%	−564−1.3%	Reduced	Holders
Q1 2023	43,033	$6.40M	0.3%	+5,314+14.1%	Added	Holders
Q4 2022	37,719	$4.76M	0.3%	00.0%	Unchanged	Holders
Q3 2022	37,719	$4.76M	0.3%	+2,764+7.9%	Added	Holders
Q2 2022	34,955	$5.03M	0.3%	+1,598+4.8%	Added	Holders
Q1 2022	33,357	$5.10M	0.3%	+1,119+3.5%	Added	Holders
Q4 2021	32,238	$5.27M	0.3%	−103−0.3%	Reduced	Holders
Q3 2021	32,341	$4.52M	0.3%	+5,374+19.9%	Added	Holders
Q2 2021	26,967	$3.64M	0.2%	+285+1.1%	Added	Holders
Q1 2021	26,682	$3.61M	0.3%	–	–	Holders

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