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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

PG holding history

Procter & Gamble Co in every 13F filed by WealthPLAN Partners, 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)
4,318
Value
$633.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of PG by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,318$633.2K0.1%+566+15.1%AddedHolders
Q1 20263,752$542.0K0.1%+839+28.8%AddedHolders
Q4 20252,913$417.5K0.1%+845+40.9%AddedHolders
Q3 20252,068$317.7K<0.1%−71−3.3%ReducedHolders
Q2 20252,139$340.8K0.1%−191−8.2%ReducedHolders
Q1 20252,330$397.0K0.1%−601−20.5%ReducedHolders
Q4 20242,931$491.4K0.1%−172−5.5%ReducedHolders
Q3 20243,103$537.5K0.1%−585−15.9%ReducedHolders
Q2 20243,688$608.3K0.1%+607+19.7%AddedHolders
Q1 20243,081$499.9K0.1%−1,596−34.1%ReducedHolders
Q4 20234,677$685.4K0.1%−152−3.1%ReducedHolders
Q3 20234,829$704.3K0.1%+544+12.7%AddedHolders
Q2 20234,285$650.2K0.1%−449−9.5%ReducedHolders
Q1 20234,734$703.8K0.1%−1,764−27.1%ReducedHolders
Q4 20226,498$905.0K0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20227,575$1.22M0.1%−774−9.3%ReducedHolders
Q4 20218,349$1.34M0.1%+74+0.9%AddedHolders
Q3 20218,275$1.25M0.1%+30.0%AddedHolders
Q2 20218,272$1.18M0.1%+1,047+14.5%AddedHolders
Q1 20217,225$972.0K0.1%––Holders

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