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Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Integris Wealth Management, 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)
8,051
Value
$1.18M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of PG by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,051$1.18M0.2%−390−4.6%ReducedHolders
Q1 20268,441$1.22M0.3%00.0%UnchangedHolders
Q4 20258,441$1.21M0.3%−121−1.4%ReducedHolders
Q3 20258,562$1.32M0.3%00.0%UnchangedHolders
Q2 20258,562$1.36M0.4%+191+2.3%AddedHolders
Q1 20258,371$1.43M0.4%00.0%UnchangedHolders
Q4 20248,371$1.40M0.4%+103+1.2%AddedHolders
Q3 20248,268$1.43M0.4%−104−1.2%ReducedHolders
Q2 20248,372$1.38M0.4%−69−0.8%ReducedHolders
Q1 20248,441$1.37M0.4%−19−0.2%ReducedHolders
Q4 20238,460$1.24M0.4%−20−0.2%ReducedHolders
Q3 20238,480$1.24M0.4%00.0%UnchangedHolders
Q2 20238,480$1.29M0.5%+20.0%AddedHolders
Q1 20238,478$1.26M0.5%−38−0.4%ReducedHolders
Q4 20228,516$1.29M0.5%–No prior filingHolders