Summit Wealth Partners, LLC

SEC CIK: 0002033312
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Summit 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 overview All 13F holders of PG Full Q2 2026 holdings

Shares (Q2 2026): 54,853
Value: $8.04M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of PG by Summit Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54,853	$8.04M	1.1%	+384+0.7%	Added	Holders
Q1 2026	54,469	$7.87M	1.2%	+3,257+6.4%	Added	Holders
Q4 2025	51,212	$7.34M	1.4%	+257+0.5%	Added	Holders
Q3 2025	50,955	$7.83M	1.4%	+336+0.7%	Added	Holders
Q2 2025	50,619	$8.06M	1.5%	−23,954−32.1%	Reduced	Holders
Q1 2025	74,573	$12.7M	2.6%	−15,919−17.6%	Reduced	Holders
Q4 2024	90,492	$15.2M	3.1%	+87,783+3,240.4%	Added	Holders
Q3 2024	2,709	$469.2K	0.1%	+6+0.2%	Added	Holders
Q2 2024	2,703	$445.8K	0.1%	−756−21.9%	Reduced	Holders
Q1 2024	3,459	$561.2K	0.1%	+5+0.1%	Added	Holders
Q4 2023	3,454	$506.2K	0.1%	+7+0.2%	Added	Holders
Q3 2023	3,447	$502.7K	0.1%	−595−14.7%	Reduced	Holders
Q2 2023	4,042	$613.4K	0.2%	+10+0.2%	Added	Holders
Q1 2023	4,032	$599.6K	0.2%	−169−4.0%	Reduced	Holders
Q4 2022	4,201	$636.7K	0.2%	+11+0.3%	Added	Holders
Q3 2022	4,190	$529.0K	0.1%	+189+4.7%	Added	Holders
Q2 2022	4,001	$575.4K	0.2%	+10+0.3%	Added	Holders
Q1 2022	3,991	$609.9K	0.1%	−143−3.5%	Reduced	Holders
Q4 2021	4,134	$676.2K	0.1%	+130+3.2%	Added	Holders
Q3 2021	4,004	$559.7K	0.1%	−573−12.5%	Reduced	Holders
Q2 2021	4,577	$617.5K	0.1%	−100−2.1%	Reduced	Holders
Q1 2021	4,677	$633.4K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.