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Livermore
Livermore
ZHEN

Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Whelan Financial, 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)
3,621
Value
$531.0K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of PG by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,621$531.0K0.1%+385+11.9%AddedHolders
Q1 20263,236$467.4K0.1%+105+3.4%AddedHolders
Q4 20253,131$448.7K0.1%−225−6.7%ReducedHolders
Q3 20253,356$515.7K0.2%+226+7.2%AddedHolders
Q2 20253,130$498.7K0.2%+34+1.1%AddedHolders
Q1 20253,096$527.7K0.2%+87+2.9%AddedHolders
Q4 20243,009$504.4K0.2%+358+13.5%AddedHolders
Q3 20242,651$459.2K0.2%+78+3.0%AddedHolders
Q2 20242,573$424.3K0.2%+120+4.9%AddedHolders
Q1 20242,453$398.1K0.2%+419+20.6%AddedHolders
Q4 20232,034$298.1K0.1%−143−6.6%ReducedHolders
Q3 20232,177$317.6K0.2%+45+2.1%AddedHolders
Q2 20232,132$323.6K0.2%+7+0.3%AddedHolders
Q1 20232,125$315.9K0.2%+375+21.4%AddedHolders
Q4 20221,750$265.2K0.2%+57+3.4%AddedHolders
Q3 20221,693$214.0K0.1%+189+12.6%AddedHolders
Q2 20221,504$216.0K0.1%00.0%UnchangedHolders
Q1 20221,504$230.0K0.1%+1,504NewHolders