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Livermore
Livermore
ZHEN

Adapt Wealth Advisors, LLC

SEC CIK
0002013937
Latest filing
Aug 12, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Adapt Wealth Advisors, 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)
2,255
Value
$330.7K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of PG by Adapt Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,255$330.7K0.1%−474−17.4%ReducedHolders
Q1 20262,729$394.2K0.1%00.0%UnchangedHolders
Q4 20252,729$391.1K0.1%−8−0.3%ReducedHolders
Q3 20252,737$420.6K0.2%+8+0.3%AddedHolders
Q2 20252,729$434.8K0.2%00.0%UnchangedHolders
Q1 20252,729$465.0K0.2%00.0%UnchangedHolders
Q4 20242,729$457.4K0.2%+169+6.6%AddedHolders
Q3 20242,560$443.5K0.2%00.0%UnchangedHolders
Q2 20242,560$422.2K0.3%+474+22.7%AddedHolders
Q1 20242,086$338.5K0.2%–No prior filingHolders