Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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PG holding history

Procter & Gamble Co in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overview All 13F holders of PG Full Q2 2026 holdings

Shares (Q2 2026): 24,152
Value: $3.54M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PG by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,152	$3.54M	0.3%	−831−3.3%	Reduced	Holders
Q1 2026	24,983	$3.61M	0.4%	−651−2.5%	Reduced	Holders
Q4 2025	25,634	$3.67M	0.4%	+486+1.9%	Added	Holders
Q3 2025	25,148	$3.86M	0.4%	−479−1.9%	Reduced	Holders
Q2 2025	25,627	$4.08M	0.5%	+473+1.9%	Added	Holders
Q1 2025	25,154	$4.29M	0.5%	+1,100+4.6%	Added	Holders
Q4 2024	24,054	$4.03M	0.5%	−1,691−6.6%	Reduced	Holders
Q3 2024	25,745	$4.46M	0.5%	−781−2.9%	Reduced	Holders
Q2 2024	26,526	$4.37M	0.6%	−2,750−9.4%	Reduced	Holders
Q1 2024	29,276	$4.75M	0.6%	+552+1.9%	Added	Holders
Q4 2023	28,724	$4.21M	0.6%	−77−0.3%	Reduced	Holders
Q3 2023	28,801	$4.20M	0.7%	−123−0.4%	Reduced	Holders
Q2 2023	28,924	$4.39M	0.7%	+507+1.8%	Added	Holders
Q1 2023	28,417	$4.23M	0.7%	−386−1.3%	Reduced	Holders
Q4 2022	28,803	$4.37M	0.8%	+1,455+5.3%	Added	Holders
Q3 2022	27,348	$3.45M	0.7%	+463+1.7%	Added	Holders
Q2 2022	26,885	$3.87M	0.7%	+19,821+280.6%	Added	Holders
Q1 2022	7,064	$1.08M	0.2%	−803−10.2%	Reduced	Holders
Q4 2021	7,867	$1.29M	0.3%	+1,016+14.8%	Added	Holders
Q3 2021	6,851	$958.0K	0.2%	+451+7.0%	Added	Holders
Q2 2021	6,400	$864.0K	0.2%	+1,244+24.1%	Added	Holders
Q1 2021	5,156	$699.0K	0.2%	–	–	Holders

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