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Livermore
Livermore
ZHEN

ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

PG holding history

Procter & Gamble Co in every 13F filed by ForthRight 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)
10,431
Value
$1.53M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of PG by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,431$1.53M0.4%+15+0.1%AddedHolders
Q1 202610,416$1.50M0.4%−330−3.1%ReducedHolders
Q4 202510,746$1.54M0.4%−15−0.1%ReducedHolders
Q3 202510,761$1.65M0.5%00.0%UnchangedHolders
Q2 202510,761$1.71M0.5%00.0%UnchangedHolders
Q1 202510,761$1.83M0.6%+29+0.3%AddedHolders
Q4 202410,732$1.80M0.6%+8+0.1%AddedHolders
Q3 202410,724$1.86M0.6%+14+0.1%AddedHolders
Q2 202410,710$1.77M0.6%−54−0.5%ReducedHolders
Q1 202410,764$1.75M0.6%+14+0.1%AddedHolders
Q4 202310,750$1.58M0.6%+90+0.8%AddedHolders
Q3 202310,660$1.55M0.7%+14+0.1%AddedHolders
Q2 202310,646$1.62M0.7%+14+0.1%AddedHolders
Q1 202310,632$1.58M0.7%−135−1.3%ReducedHolders
Q4 202210,767$1.63M0.8%+164+1.5%AddedHolders
Q3 202210,603$1.34M0.8%−1,240−10.5%ReducedHolders
Q2 202211,843$1.70M0.9%+14+0.1%AddedHolders
Q1 202211,829$1.81M0.9%+12+0.1%AddedHolders
Q4 202111,817$1.93M1.1%−841−6.6%ReducedHolders
Q3 202112,658$1.77M1.1%+4,323+51.9%AddedHolders
Q2 20218,335$1.13M0.7%00.0%UnchangedHolders
Q1 20218,335$1.13M0.8%––Holders

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