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Livermore
Livermore
ZHEN

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Castle 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)
6,196
Value
$908.5K
% of portfolio
0.3%
Quarters held
17
Since Q2 2022
Holdings of PG by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,196$908.5K0.3%−257−4.0%ReducedHolders
Q1 20266,453$932.1K0.3%−11−0.2%ReducedHolders
Q4 20256,464$926.4K0.3%−609−8.6%ReducedHolders
Q3 20257,073$1.09M0.4%+327+4.8%AddedHolders
Q2 20256,746$1.07M0.4%+371+5.8%AddedHolders
Q1 20256,375$1.09M0.4%−966−13.2%ReducedHolders
Q4 20247,341$1.23M0.5%+439+6.4%AddedHolders
Q3 20246,902$1.20M0.5%+1,335+24.0%AddedHolders
Q2 20245,567$918.1K0.4%+10.0%AddedHolders
Q1 20245,566$903.1K0.5%−75−1.3%ReducedHolders
Q4 20235,641$826.7K0.5%+389+7.4%AddedHolders
Q3 20235,252$766.1K0.5%+207+4.1%AddedHolders
Q2 20235,045$765.5K0.5%+167+3.4%AddedHolders
Q1 20234,878$725.3K0.6%−62−1.3%ReducedHolders
Q4 20224,940$748.7K0.5%−200−3.9%ReducedHolders
Q3 20225,140$649.0K0.4%+390+8.2%AddedHolders
Q2 20224,750$683.0K0.4%–No prior filingHolders