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BWM Planning, LLC

SEC CIK
0002039698
Latest filing
Jul 23, 2026

PG holding history

Procter & Gamble Co in every 13F filed by BWM Planning, 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)
1,520
Value
$222.9K
% of portfolio
0.1%
Quarters held
2
Since Q4 2025
Holdings of PG by BWM Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,520$222.9K0.1%+1,520NewHolders
Q1 20260$00.0%−1,421−100.0%Sold outHolders
Q4 20251,421$203.6K0.1%+1,421NewHolders