SEC 13F Intelligence

Copperwynd Financial, LLC / PG

Copperwynd Financial, LLC’s Procter & Gamble Co Position

Does Copperwynd Financial, LLC own Procter & Gamble Co (PG)? Not currently — the last reported position was 16.3K shares worth $2M in Q4 2019; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$2M
Q4 2019
Shares
16.3K
% of Portfolio
+1.08%
Quarters Held
4
position exited

Position History PG

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201916.3K$2M+1.08%
Q3 201915.9K$2M+1.08%
Q2 201915.0K$2M+0.95%
Q1 201914.6K$2M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of PG.