Skip to main content

Base Wealth Management LLC

SEC CIK
0002083977
Latest filing
Jul 22, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Base Wealth Management 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)
2,601
Value
$381.4K
% of portfolio
0.2%
Quarters held
6
Since Q1 2025
Holdings of PG by Base Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,601$381.4K0.2%00.0%UnchangedHolders
Q1 20262,601$375.7K0.2%−32−1.2%ReducedHolders
Q4 20252,633$377.3K0.2%00.0%UnchangedHolders
Q3 20252,633$404.6K0.2%+42+1.6%AddedHolders
Q2 20252,591$412.8K0.3%−407−13.6%ReducedHolders
Q1 20252,998$510.9K0.4%–No prior filingHolders