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O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

PG holding history

Procter & Gamble Co in every 13F filed by O'Brien Wealth 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 Q4 2025 holdings

Shares (Q4 2025)
2,395
Value
$343.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PG by O'Brien Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20252,395$343.3K<0.1%−47−1.9%ReducedHolders
Q3 20252,442$375.2K0.1%+1,040+74.2%AddedHolders
Q2 20251,402$223.4K<0.1%+25+1.8%AddedHolders
Q1 20251,377$234.7K<0.1%+180+15.0%AddedHolders
Q4 20241,197$200.7K<0.1%−59−4.7%ReducedHolders
Q3 20241,256$217.6K<0.1%−84−6.3%ReducedHolders
Q2 20241,340$220.9K<0.1%−11−0.8%ReducedHolders
Q1 20241,351$219.1K0.1%−711−34.5%ReducedHolders
Q4 20232,062$302.1K0.1%+65+3.3%AddedHolders
Q3 20231,997$291.3K0.1%−1−0.1%ReducedHolders
Q2 20231,998$303.2K0.1%+3+0.2%AddedHolders
Q1 20231,995$296.6K0.1%−620−23.7%ReducedHolders
Q4 20222,615$396.3K0.2%+867+49.6%AddedHolders
Q3 20221,748$221.0K0.1%−381−17.9%ReducedHolders
Q2 20222,129$306.0K0.1%−245−10.3%ReducedHolders
Q1 20222,374$369.0K0.1%+285+13.6%AddedHolders
Q4 20212,089$334.0K0.1%−364−14.8%ReducedHolders
Q3 20212,453$342.0K0.1%−96−3.8%ReducedHolders
Q2 20212,549$349.0K0.1%+160+6.7%AddedHolders
Q1 20212,389$328.0K0.1%––Holders

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