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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

PG holding history

Procter & Gamble Co in every 13F filed by IVC 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)
1,402
Value
$205.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,402$205.6K0.1%−585−29.4%ReducedHolders
Q1 20261,987$287.0K0.1%−6−0.3%ReducedHolders
Q4 20251,993$285.6K0.1%+30+1.5%AddedHolders
Q3 20251,963$301.6K0.1%+17+0.9%AddedHolders
Q2 20251,946$310.0K0.2%−39−2.0%ReducedHolders
Q1 20251,985$338.3K0.2%−85−4.1%ReducedHolders
Q4 20242,070$347.0K0.2%−553−21.1%ReducedHolders
Q3 20242,623$454.3K0.2%−25−0.9%ReducedHolders
Q2 20242,648$436.7K0.2%+57+2.2%AddedHolders
Q1 20242,591$420.4K0.2%−531−17.0%ReducedHolders
Q4 20233,122$457.5K0.3%−4,369−58.3%ReducedHolders
Q3 20237,491$1.09M0.7%+15+0.2%AddedHolders
Q2 20237,476$1.13M0.7%+4,242+131.2%AddedHolders
Q1 20233,234$480.9K0.3%−33−1.0%ReducedHolders
Q4 20223,267$495.2K0.4%+23+0.7%AddedHolders
Q3 20223,244$410.0K0.3%+56+1.8%AddedHolders
Q2 20223,188$458.0K0.4%+102+3.3%AddedHolders
Q1 20223,086$472.0K0.3%+133+4.5%AddedHolders
Q4 20212,953$483.0K0.3%−489−14.2%ReducedHolders
Q3 20213,442$481.0K0.3%+162+4.9%AddedHolders
Q2 20213,280$443.0K0.3%+30+0.9%AddedHolders
Q1 20213,250$440.0K0.3%––Holders

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