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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Blue Zone Wealth 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)
4,177
Value
$612.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,177$612.5K0.1%00.0%UnchangedHolders
Q1 20264,177$603.3K0.1%+9+0.2%AddedHolders
Q4 20254,168$597.3K0.1%00.0%UnchangedHolders
Q3 20254,168$640.4K0.1%+359+9.4%AddedHolders
Q2 20253,809$606.9K0.2%−63−1.6%ReducedHolders
Q1 20253,872$659.9K0.2%−75−1.9%ReducedHolders
Q4 20243,947$661.7K0.2%+101+2.6%AddedHolders
Q3 20243,846$666.1K0.2%+37+1.0%AddedHolders
Q2 20243,809$628.2K0.2%−60−1.6%ReducedHolders
Q1 20243,869$627.7K0.2%+60+1.6%AddedHolders
Q4 20233,809$558.2K0.2%00.0%UnchangedHolders
Q3 20233,809$555.6K0.2%00.0%UnchangedHolders
Q2 20233,809$578.0K0.3%+40+1.1%AddedHolders
Q1 20233,769$560.4K0.3%−124−3.2%ReducedHolders
Q4 20223,893$590.0K0.3%00.0%UnchangedHolders
Q3 20223,893$491.0K0.3%−8−0.2%ReducedHolders
Q2 20223,901$561.0K0.3%−32−0.8%ReducedHolders
Q1 20223,933$601.0K0.2%−72−1.8%ReducedHolders
Q4 20214,005$655.0K0.2%+112+2.9%AddedHolders
Q3 20213,893$544.0K0.2%−71−1.8%ReducedHolders
Q2 20213,964$535.0K0.2%+36+0.9%AddedHolders
Q1 20213,928$532.0K0.2%––Holders

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