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Livermore
Livermore
ZHEN

Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Towerpoint 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)
6,771
Value
$992.9K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PG by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,771$992.9K0.3%+515+8.2%AddedHolders
Q1 20266,256$903.6K0.4%−6−0.1%ReducedHolders
Q4 20256,262$897.4K0.4%−600−8.7%ReducedHolders
Q3 20256,862$1.05M0.4%00.0%UnchangedHolders
Q2 20256,862$1.09M0.5%−47−0.7%ReducedHolders
Q1 20256,909$1.18M0.6%−898−11.5%ReducedHolders
Q4 20247,807$1.31M0.6%−942−10.8%ReducedHolders
Q3 20248,749$1.52M0.7%00.0%UnchangedHolders
Q2 20248,749$1.44M0.7%+5+0.1%AddedHolders
Q1 20248,744$1.42M0.7%−10.0%ReducedHolders
Q4 20238,745$1.28M0.7%+6+0.1%AddedHolders
Q3 20238,739$1.27M0.8%+43+0.5%AddedHolders
Q2 20238,696$1.32M0.7%+119+1.4%AddedHolders
Q1 20238,577$1.28M0.7%+813+10.5%AddedHolders
Q4 20227,764$1.18M0.7%−390−4.8%ReducedHolders
Q3 20228,154$1.03M0.6%00.0%UnchangedHolders
Q2 20228,154$1.17M0.7%00.0%UnchangedHolders
Q1 20228,154$1.25M0.6%00.0%UnchangedHolders
Q4 20218,154$1.33M0.6%+145+1.8%AddedHolders
Q3 20218,009$1.12M0.6%−42−0.5%ReducedHolders
Q2 20218,051$1.09M0.5%−772−8.7%ReducedHolders
Q1 20218,823$1.20M0.6%––Holders

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