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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

PG holding history

Procter & Gamble Co in every 13F filed by CFM Wealth Partners 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)
3,896
Value
$571.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,896$571.3K0.1%−4,759−55.0%ReducedHolders
Q1 20268,655$1.25M0.2%00.0%UnchangedHolders
Q4 20258,655$1.24M0.2%−628−6.8%ReducedHolders
Q3 20259,283$1.43M0.2%−1,241−11.8%ReducedHolders
Q2 202510,524$1.68M0.3%+451+4.5%AddedHolders
Q1 202510,073$1.72M0.3%+682+7.3%AddedHolders
Q4 20249,391$1.57M0.3%+966+11.5%AddedHolders
Q3 20248,425$1.46M0.3%+1,369+19.4%AddedHolders
Q2 20247,056$1.16M0.2%−122−1.7%ReducedHolders
Q1 20247,178$1.16M0.2%+428+6.3%AddedHolders
Q4 20236,750$989.1K0.2%−206−3.0%ReducedHolders
Q3 20236,956$1.01M0.3%+20+0.3%AddedHolders
Q2 20236,936$1.05M0.3%−81−1.2%ReducedHolders
Q1 20237,017$1.04M0.3%−419−5.6%ReducedHolders
Q4 20227,436$1.13M0.3%−379−4.8%ReducedHolders
Q3 20227,815$987.0K0.3%+3,465+79.7%AddedHolders
Q2 20224,350$625.0K0.2%+885+25.5%AddedHolders
Q1 20223,465$529.0K0.1%+426+14.0%AddedHolders
Q4 20213,039$495.0K0.1%−100−3.2%ReducedHolders
Q3 20213,139$438.0K0.1%00.0%UnchangedHolders
Q2 20213,139$424.0K0.1%00.0%UnchangedHolders
Q1 20213,139$425.0K0.1%––Holders

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