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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Outlook 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)
7,121
Value
$1.04M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PG by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,121$1.04M0.2%−22−0.3%ReducedHolders
Q1 20267,143$1.03M0.2%+13+0.2%AddedHolders
Q4 20257,130$1.02M0.2%+51+0.7%AddedHolders
Q3 20257,079$1.09M0.3%+1,601+29.2%AddedHolders
Q2 20255,478$872.8K0.2%−20.0%ReducedHolders
Q1 20255,480$933.9K0.3%+49+0.9%AddedHolders
Q4 20245,431$910.5K0.3%−1,992−26.8%ReducedHolders
Q3 20247,423$1.29M0.4%+179+2.5%AddedHolders
Q2 20247,244$1.19M0.6%+290+4.2%AddedHolders
Q1 20246,954$1.13M0.3%+384+5.8%AddedHolders
Q4 20236,570$962.8K0.3%+407+6.6%AddedHolders
Q3 20236,163$898.9K0.3%+369+6.4%AddedHolders
Q2 20235,794$879.2K0.3%+564+10.8%AddedHolders
Q1 20235,230$777.6K0.3%−54−1.0%ReducedHolders
Q4 20225,284$800.8K0.4%+21+0.4%AddedHolders
Q3 20225,263$664.0K0.3%−4−0.1%ReducedHolders
Q2 20225,267$757.0K0.3%+33+0.6%AddedHolders
Q1 20225,234$799.0K0.3%+100+1.9%AddedHolders
Q4 20215,134$840.0K0.2%+288+5.9%AddedHolders
Q3 20214,846$677.0K0.2%00.0%UnchangedHolders
Q2 20214,846$654.0K0.2%−36−0.7%ReducedHolders
Q1 20214,882$661.0K0.2%––Holders

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