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Livermore
Livermore
ZHEN

Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Gradient Capital Advisors, 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)
1,781
Value
$261.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,781$261.2K0.1%00.0%UnchangedHolders
Q1 20261,781$257.3K0.1%00.0%UnchangedHolders
Q4 20251,781$255.2K0.1%−71−3.8%ReducedHolders
Q3 20251,852$284.5K0.1%+31+1.7%AddedHolders
Q2 20251,821$290.2K0.1%+32+1.8%AddedHolders
Q1 20251,789$304.9K0.1%+9+0.5%AddedHolders
Q4 20241,780$298.4K0.1%+25+1.4%AddedHolders
Q3 20241,755$304.0K0.1%+14+0.8%AddedHolders
Q2 20241,741$287.1K0.1%00.0%UnchangedHolders
Q1 20241,741$282.4K0.1%−112−6.0%ReducedHolders
Q4 20231,853$271.5K0.1%−47−2.5%ReducedHolders
Q3 20231,900$277.2K0.1%+60+3.3%AddedHolders
Q2 20231,840$279.2K0.1%+86+4.9%AddedHolders
Q1 20231,754$260.8K0.1%+68+4.0%AddedHolders
Q4 20221,686$255.5K0.1%−413−19.7%ReducedHolders
Q3 20222,099$265.0K0.1%+46+2.2%AddedHolders
Q2 20222,053$295.0K0.1%−79−3.7%ReducedHolders
Q1 20222,132$326.0K0.1%00.0%UnchangedHolders
Q4 20212,132$349.0K0.1%+34+1.6%AddedHolders
Q3 20212,098$293.0K0.1%+97+4.8%AddedHolders
Q2 20212,001$270.0K0.1%+114+6.0%AddedHolders
Q1 20211,887$256.0K0.1%––Holders

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