Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Boston 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): 53,875
Value: $7.90M
% of portfolio: 0.5%
Quarters held: 20; Since Q1 2021

Holdings of PG by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,875	$7.90M	0.5%	−2,497−4.4%	Reduced	Holders
Q1 2026	56,372	$8.14M	0.5%	−4,052−6.7%	Reduced	Holders
Q4 2025	60,424	$8.66M	0.5%	−16,184−21.1%	Reduced	Holders
Q3 2025	76,608	$11.8M	0.6%	−3,263−4.1%	Reduced	Holders
Q2 2025	79,871	$12.7M	0.7%	+79,871	New	Holders
Q1 2025	0	$0	0.0%	−166,641−100.0%	Sold out	Holders
Q4 2024	166,641	$27.9M	0.5%	+166,641	New	Holders
Q3 2024	0	$0	0.0%	−175,690−100.0%	Sold out	Holders
Q2 2024	175,690	$29.0M	0.7%	−12,334−6.6%	Reduced	Holders
Q1 2024	188,024	$30.5M	0.7%	−5,699−2.9%	Reduced	Holders
Q4 2023	193,723	$28.4M	0.7%	−31,665−14.0%	Reduced	Holders
Q3 2023	225,388	$32.9M	0.7%	−13,309−5.6%	Reduced	Holders
Q2 2023	238,697	$36.2M	0.7%	−48,366−16.8%	Reduced	Holders
Q1 2023	287,063	$42.7M	0.6%	−24,367−7.8%	Reduced	Holders
Q4 2022	311,430	$47.2M	0.6%	+813+0.3%	Added	Holders
Q3 2022	310,617	$39.2M	0.6%	+4,328+1.4%	Added	Holders
Q2 2022	306,289	$44.0M	0.7%	+211+0.1%	Added	Holders
Q1 2022	306,078	$46.8M	0.6%	−34,604−10.2%	Reduced	Holders
Q4 2021	340,682	$55.7M	0.9%	−2,925−0.9%	Reduced	Holders
Q3 2021	343,607	$48.0M	0.6%	+1,101+0.3%	Added	Holders
Q2 2021	342,506	$46.2M	0.6%	−2,633−0.8%	Reduced	Holders
Q1 2021	345,139	$46.7M	0.7%	–	–	Holders

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