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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

PG holding history

Procter & Gamble Co in every 13F filed by CWS Financial 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)
11,671
Value
$1.71M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of PG by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,671$1.71M0.4%−140−1.2%ReducedHolders
Q1 202611,811$1.71M0.4%+81+0.7%AddedHolders
Q4 202511,730$1.68M0.5%+168+1.5%AddedHolders
Q3 202511,562$1.78M0.5%−114−1.0%ReducedHolders
Q2 202511,676$1.86M0.5%−165−1.4%ReducedHolders
Q1 202511,841$2.02M0.6%−1,826−13.4%ReducedHolders
Q4 202413,667$2.29M0.7%−772−5.3%ReducedHolders
Q3 202414,439$2.50M0.9%+162+1.1%AddedHolders
Q2 202414,277$2.35M0.9%+2,956+26.1%AddedHolders
Q1 202411,321$1.84M0.8%−2,049−15.3%ReducedHolders
Q4 202313,370$1.96M0.7%−544−3.9%ReducedHolders
Q3 202313,914$2.03M0.8%−140−1.0%ReducedHolders
Q2 202314,054$2.13M0.8%−197−1.4%ReducedHolders
Q1 202314,251$2.12M0.8%−702−4.7%ReducedHolders
Q4 202214,953$2.02M0.9%−788−5.0%ReducedHolders
Q3 202215,741$1.99M1.0%−105−0.7%ReducedHolders
Q2 202215,846$2.28M1.0%+18+0.1%AddedHolders
Q1 202215,828$2.42M0.9%+135+0.9%AddedHolders
Q4 202115,693$2.57M0.9%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202115,004$2.02M0.8%+51+0.3%AddedHolders
Q1 202114,953$2.02M0.9%––Holders

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