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EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

PG holding history

Procter & Gamble Co in every 13F filed by EPG Wealth Management 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)
9,439
Value
$1.38M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of PG by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,439$1.38M0.3%−310−3.2%ReducedHolders
Q1 20269,749$1.41M0.4%+1,942+24.9%AddedHolders
Q4 20257,807$1.12M0.3%−76−1.0%ReducedHolders
Q3 20257,883$1.21M0.3%+180+2.3%AddedHolders
Q2 20257,703$1.23M0.4%+22+0.3%AddedHolders
Q1 20257,681$1.31M0.4%+604+8.5%AddedHolders
Q4 20247,077$1.19M0.3%−282−3.8%ReducedHolders
Q3 20247,359$1.27M0.3%+7,359AddedHolders
Q2 20240$1.37M0.3%−8,214−100.0%ReducedHolders
Q1 20248,214$1.33M0.3%−126−1.5%ReducedHolders
Q4 20238,340$1.30M0.3%+128+1.6%AddedHolders
Q3 20238,212$1.20M0.4%−580−6.6%ReducedHolders
Q2 20238,792$1.33M0.4%−86−1.0%ReducedHolders
Q1 20238,878$1.32M0.4%+2,267+34.3%AddedHolders
Q4 20226,611$1.00M0.4%−274−4.0%ReducedHolders
Q3 20226,885$869.0K0.4%+270+4.1%AddedHolders
Q2 20226,615$951.0K0.4%+6,615NewHolders
Q1 20220$00.0%−5,853−100.0%Sold outHolders
Q4 20215,853$957.0K0.3%+248+4.4%AddedHolders
Q3 20215,605$784.0K0.3%−2,607−31.7%ReducedHolders
Q2 20218,212$1.11M0.5%+345+4.4%AddedHolders
Q1 20217,867$1.06M0.5%––Holders

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