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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

PG holding history

Procter & Gamble Co in every 13F filed by West Financial 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)
50
Value
$7.33K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650$7.33K<0.1%00.0%UnchangedHolders
Q1 202650$7.22K<0.1%00.0%UnchangedHolders
Q4 202550$7.17K<0.1%00.0%UnchangedHolders
Q3 202550$7.68K<0.1%00.0%UnchangedHolders
Q2 202550$7.97K<0.1%00.0%UnchangedHolders
Q1 202550$8.52K<0.1%00.0%UnchangedHolders
Q4 202450$8.38K<0.1%−32−39.0%ReducedHolders
Q3 202482$14.2K<0.1%+32+64.0%AddedHolders
Q2 202450$8.25K<0.1%00.0%UnchangedHolders
Q1 202450$8.11K<0.1%−56−52.8%ReducedHolders
Q4 2023106$15.5K<0.1%−46−30.3%ReducedHolders
Q3 2023152$22.2K<0.1%+46+43.4%AddedHolders
Q2 2023106$16.1K<0.1%00.0%UnchangedHolders
Q1 2023106$15.8K<0.1%00.0%UnchangedHolders
Q4 2022106$16.1K<0.1%−550−83.8%ReducedHolders
Q3 2022656$83.0K<0.1%00.0%UnchangedHolders
Q2 2022656$94.0K<0.1%00.0%UnchangedHolders
Q1 2022656$100.0K<0.1%00.0%UnchangedHolders
Q4 2021656$107.0K<0.1%00.0%UnchangedHolders
Q3 2021656$92.0K<0.1%00.0%UnchangedHolders
Q2 2021656$89.0K<0.1%00.0%UnchangedHolders
Q1 2021656$89.0K<0.1%––Holders

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