Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Procyon Private 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 overview All 13F holders of PG Full Q2 2026 holdings

Shares (Q2 2026): 38,353
Value: $5.62M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PG by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,353	$5.62M	0.2%	−985−2.5%	Reduced	Holders
Q1 2026	39,338	$5.68M	0.3%	+2,037+5.5%	Added	Holders
Q4 2025	37,301	$5.35M	0.3%	−5,009−11.8%	Reduced	Holders
Q3 2025	42,310	$6.50M	0.4%	−842−2.0%	Reduced	Holders
Q2 2025	43,152	$6.88M	0.7%	−22,433−34.2%	Reduced	Holders
Q1 2025	65,585	$11.2M	0.7%	+1,226+1.9%	Added	Holders
Q4 2024	64,359	$10.8M	0.7%	−4,693−6.8%	Reduced	Holders
Q3 2024	69,052	$12.0M	0.8%	−484−0.7%	Reduced	Holders
Q2 2024	69,536	$11.5M	0.8%	+5,388+8.4%	Added	Holders
Q1 2024	64,148	$10.4M	0.8%	+1,093+1.7%	Added	Holders
Q4 2023	63,055	$9.24M	0.8%	+8,587+15.8%	Added	Holders
Q3 2023	54,468	$7.94M	0.8%	+10,837+24.8%	Added	Holders
Q2 2023	43,631	$6.62M	0.8%	+12,253+39.0%	Added	Holders
Q1 2023	31,378	$4.67M	0.8%	+1,539+5.2%	Added	Holders
Q4 2022	29,839	$4.52M	0.8%	+7,473+33.4%	Added	Holders
Q3 2022	22,366	$2.82M	0.7%	−1,674−7.0%	Reduced	Holders
Q2 2022	24,040	$3.46M	0.8%	+1,158+5.1%	Added	Holders
Q1 2022	22,882	$3.50M	0.7%	+2,157+10.4%	Added	Holders
Q4 2021	20,725	$3.39M	0.7%	+4,413+27.1%	Added	Holders
Q3 2021	16,312	$2.28M	0.6%	+387+2.4%	Added	Holders
Q2 2021	15,925	$2.15M	0.6%	+814+5.4%	Added	Holders
Q1 2021	15,111	$2.05M	0.9%	–	–	Holders

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