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Great Point Wealth Advisors, LLC

SEC CIK
0001760304
Latest filing
Jul 23, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Great Point Wealth 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of PG by Great Point Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,158−100.0%Sold outHolders
Q3 20241,158$200.6K<0.1%+1,158NewHolders
Q4 20220$00.0%−1,654−100.0%Sold outHolders
Q3 20221,654$209.0K0.1%00.0%UnchangedHolders
Q2 20221,654$238.0K0.1%−200−10.8%ReducedHolders
Q1 20221,854$283.0K0.1%−198−9.6%ReducedHolders
Q4 20212,052$336.0K0.1%−114−5.3%ReducedHolders
Q3 20212,166$303.0K0.1%+314+17.0%AddedHolders
Q2 20211,852$250.0K0.1%−1−0.1%ReducedHolders
Q1 20211,853$251.0K0.1%––Holders

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