Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Wealthspire Advisors, 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): 85,654
Value: $12.6M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PG by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,654	$12.6M	0.1%	+15,265+21.7%	Added	Holders
Q1 2026	70,389	$10.2M	0.1%	−7,774−9.9%	Reduced	Holders
Q4 2025	78,163	$11.2M	0.1%	−63,525−44.8%	Reduced	Holders
Q3 2025	141,688	$21.8M	0.1%	−802−0.6%	Reduced	Holders
Q2 2025	142,490	$22.7M	0.1%	+160.0%	Added	Holders
Q1 2025	142,474	$24.3M	0.1%	+70,007+96.6%	Added	Holders
Q4 2024	72,467	$12.1M	0.1%	−646−0.9%	Reduced	Holders
Q3 2024	73,113	$12.7M	0.1%	+21,722+42.3%	Added	Holders
Q2 2024	51,391	$8.48M	0.1%	−417−0.8%	Reduced	Holders
Q1 2024	51,808	$8.41M	0.1%	−1,249−2.4%	Reduced	Holders
Q4 2023	53,057	$7.77M	0.1%	+8,179+18.2%	Added	Holders
Q3 2023	44,878	$6.55M	0.1%	+8,453+23.2%	Added	Holders
Q2 2023	36,425	$5.53M	0.1%	+282+0.8%	Added	Holders
Q1 2023	36,143	$5.37M	0.1%	−5,765−13.8%	Reduced	Holders
Q4 2022	41,908	$6.35M	0.1%	+4,965+13.4%	Added	Holders
Q3 2022	36,943	$4.66M	0.1%	+4,164+12.7%	Added	Holders
Q2 2022	32,779	$4.71M	0.1%	+2,944+9.9%	Added	Holders
Q1 2022	29,835	$4.56M	0.1%	−7,254−19.6%	Reduced	Holders
Q4 2021	37,089	$6.07M	0.1%	−2,534−6.4%	Reduced	Holders
Q3 2021	39,623	$5.54M	0.1%	+15,146+61.9%	Added	Holders
Q2 2021	24,477	$3.30M	0.1%	−40,028−62.1%	Reduced	Holders
Q1 2021	64,505	$8.74M	0.2%	–	–	Holders

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