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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

PG holding history

Procter & Gamble Co in every 13F filed by CM 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 (Q2 2026)
6,446
Value
$945.2K
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of PG by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,446$945.2K0.2%−65−1.0%ReducedHolders
Q1 20266,511$940.4K0.2%00.0%UnchangedHolders
Q4 20256,511$933.1K0.2%+1,378+26.8%AddedHolders
Q3 20255,133$788.7K0.2%+29+0.6%AddedHolders
Q2 20255,104$813.2K0.2%−1,318−20.5%ReducedHolders
Q1 20256,422$1.09M0.4%00.0%UnchangedHolders
Q4 20246,422$1.08M0.4%00.0%UnchangedHolders
Q3 20246,422$1.11M0.4%00.0%UnchangedHolders
Q2 20246,422$1.06M0.5%+3,322+107.2%AddedHolders
Q1 20243,100$517.0K0.1%−2,014−39.4%ReducedHolders
Q4 20235,114$749.4K0.3%00.0%UnchangedHolders
Q3 20235,114$777.9K0.3%−1,750−25.5%ReducedHolders
Q2 20236,864$1.08M0.4%+1,507+28.1%AddedHolders
Q1 20235,357$834.0K0.2%+322+6.4%AddedHolders
Q4 20225,035$763.1K0.4%00.0%UnchangedHolders
Q3 20225,035$635.7K0.4%00.0%UnchangedHolders
Q2 20225,035$724.0K0.4%–No prior filingHolders