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Livermore
Livermore
ZHEN

LMG Wealth Partners, LLC

SEC CIK
0001965772
Latest filing
Aug 12, 2026

PG holding history

Procter & Gamble Co in every 13F filed by LMG Wealth Partners, 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)
4,265
Value
$625.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of PG by LMG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,265$625.4K0.1%+43+1.0%AddedHolders
Q1 20264,222$609.8K0.1%00.0%UnchangedHolders
Q4 20254,222$605.1K0.1%−14,860−77.9%ReducedHolders
Q3 202519,082$2.93M0.5%+712+3.9%AddedHolders
Q2 202518,370$2.93M0.6%+418+2.3%AddedHolders
Q1 202517,952$3.06M0.7%+95+0.5%AddedHolders
Q4 202417,857$2.99M0.7%+638+3.7%AddedHolders
Q3 202417,219$2.98M0.7%00.0%UnchangedHolders
Q2 202417,219$2.84M0.7%+26+0.2%AddedHolders
Q1 202417,193$2.79M0.7%+579+3.5%AddedHolders
Q4 202316,614$2.43M0.7%00.0%UnchangedHolders
Q3 202316,614$2.42M0.7%+823+5.2%AddedHolders
Q2 202315,791$2.40M0.7%+70+0.4%AddedHolders
Q1 202315,721$2.34M0.8%+914+6.2%AddedHolders
Q4 202214,807$2.23M0.7%–No prior filingHolders