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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

PG holding history

Procter & Gamble Co in every 13F filed by SkyOak Wealth, 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)
25,298
Value
$3.71M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of PG by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,298$3.71M0.6%−745−2.9%ReducedHolders
Q1 202626,043$3.76M0.7%−231−0.9%ReducedHolders
Q4 202526,274$3.77M0.7%−213−0.8%ReducedHolders
Q3 202526,487$4.07M0.8%−419−1.6%ReducedHolders
Q2 202526,906$4.29M0.9%−10.0%ReducedHolders
Q1 202526,907$4.59M1.0%+1,195+4.6%AddedHolders
Q4 202425,712$4.31M0.9%−637−2.4%ReducedHolders
Q3 202426,349$4.56M1.0%−72−0.3%ReducedHolders
Q2 202426,421$4.36M1.0%−375−1.4%ReducedHolders
Q1 202426,796$4.35M1.0%−180−0.7%ReducedHolders
Q4 202326,976$3.95M1.0%−26−0.1%ReducedHolders
Q3 202327,002$3.94M1.2%−309−1.1%ReducedHolders
Q2 202327,311$4.14M1.2%−552−2.0%ReducedHolders
Q1 202327,863$4.14M1.3%−112−0.4%ReducedHolders
Q4 202227,975$4.24M1.4%−20−0.1%ReducedHolders
Q3 202227,995$3.53M1.3%−400−1.4%ReducedHolders
Q2 202228,395$4.08M1.4%−281−1.0%ReducedHolders
Q1 202228,676$4.38M1.2%−84−0.3%ReducedHolders
Q4 202128,760$4.71M1.2%−94−0.3%ReducedHolders
Q3 202128,854$4.03M1.1%+105+0.4%AddedHolders
Q2 202128,749$3.88M1.0%−123−0.4%ReducedHolders
Q1 202128,872$3.79M1.1%––Holders

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