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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Bogart Wealth, 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)
68,768
Value
$10.1M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PG by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,768$10.1M0.3%+10,441+17.9%AddedHolders
Q1 202658,327$8.42M0.3%−22,086−27.5%ReducedHolders
Q4 202580,413$11.5M0.5%+3,000+3.9%AddedHolders
Q3 202577,413$11.9M0.5%+9,000+13.2%AddedHolders
Q2 202568,413$10.9M0.5%+1,818+2.7%AddedHolders
Q1 202566,595$11.3M0.5%+2,290+3.6%AddedHolders
Q4 202464,305$10.8M0.5%+559+0.9%AddedHolders
Q3 202463,746$11.0M0.5%−343−0.5%ReducedHolders
Q2 202464,089$10.6M0.5%+11,974+23.0%AddedHolders
Q1 202452,115$8.46M0.4%−297−0.6%ReducedHolders
Q4 202352,412$7.68M0.4%−935−1.8%ReducedHolders
Q3 202353,347$7.78M0.5%−547−1.0%ReducedHolders
Q2 202353,894$8.18M0.5%+257+0.5%AddedHolders
Q1 202353,637$7.98M0.5%+19,117+55.4%AddedHolders
Q4 202234,520$5.23M0.4%+31,737+1,140.4%AddedHolders
Q3 20222,783$351.0K<0.1%+49+1.8%AddedHolders
Q2 20222,734$393.0K<0.1%+330+13.7%AddedHolders
Q1 20222,404$367.0K<0.1%−62−2.5%ReducedHolders
Q4 20212,466$403.0K<0.1%+38+1.6%AddedHolders
Q3 20212,428$339.0K<0.1%+201+9.0%AddedHolders
Q2 20212,227$301.0K<0.1%00.0%UnchangedHolders
Q1 20212,227$302.0K<0.1%––Holders

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