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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Sonoma Private Wealth 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of PG by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,757−100.0%Sold outHolders
Q4 20251,757$251.8K0.3%+6+0.3%AddedHolders
Q3 20251,751$269.0K0.3%−6,927−79.8%ReducedHolders
Q2 20258,678$1.38M1.7%−203−2.3%ReducedHolders
Q1 20258,881$1.51M2.1%+689+8.4%AddedHolders
Q4 20248,192$1.37M2.2%−53−0.6%ReducedHolders
Q3 20248,245$1.43M2.2%−18−0.2%ReducedHolders
Q2 20248,263$1.36M2.2%−48−0.6%ReducedHolders
Q1 20248,311$1.35M2.2%+121+1.5%AddedHolders
Q4 20238,190$1.20M2.0%−495−5.7%ReducedHolders
Q3 20238,685$1.27M2.3%+120+1.4%AddedHolders
Q2 20238,565$1.30M2.3%+317+3.8%AddedHolders
Q1 20238,248$1.23M2.4%+535+6.9%AddedHolders
Q4 20227,713$1.17M2.6%–No prior filingHolders