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Livermore
Livermore
ZHEN

Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Consilium Wealth Advisory, 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)
3,766
Value
$552.3K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of PG by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,766$552.3K0.2%+12+0.3%AddedHolders
Q1 20263,754$542.2K0.2%+558+17.5%AddedHolders
Q4 20253,196$458.0K0.2%00.0%UnchangedHolders
Q3 20253,196$491.1K0.2%+100+3.2%AddedHolders
Q2 20253,096$493.3K0.2%00.0%UnchangedHolders
Q1 20253,096$527.6K0.3%+96+3.2%AddedHolders
Q4 20243,000$502.9K0.2%00.0%UnchangedHolders
Q3 20243,000$519.6K0.3%00.0%UnchangedHolders
Q2 20243,000$494.8K0.3%00.0%UnchangedHolders
Q1 20243,000$486.8K0.3%00.0%UnchangedHolders
Q4 20233,000$439.6K0.3%00.0%UnchangedHolders
Q3 20233,000$437.6K0.3%00.0%UnchangedHolders
Q2 20233,000$455.2K0.3%00.0%UnchangedHolders
Q1 20233,000$446.1K0.4%00.0%UnchangedHolders
Q4 20223,000$454.7K0.4%00.0%UnchangedHolders
Q3 20223,000$379.0K0.4%−52−1.7%ReducedHolders
Q2 20223,052$439.0K0.5%00.0%UnchangedHolders
Q1 20223,052$466.0K0.3%+10+0.3%AddedHolders
Q4 20213,042$498.0K0.3%–No prior filingHolders