SEC 13F Intelligence

Lumature Wealth Partners, LLC / PG

Lumature Wealth Partners, LLC’s Procter & Gamble Co Position

Does Lumature Wealth Partners, LLC own Procter & Gamble Co (PG)? Yes — 11.2K shares worth $2M (+1.01% of its 13F portfolio) as of Q2 2023, down from 11.3K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
11.2K
% of Portfolio
+1.01%
Quarters Held
11
currently held

Position History PG

Reported value by quarter
Q4 ’20: $685,000Q4 ’20Q1 ’21: $990,000Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202311.2K$2M+1.01%
Q1 202311.3K$2M+0.94%
Q4 202210.7K$2M+0.91%
Q3 202211.1K$1M+0.75%
Q2 202211.2K$2M+0.72%
Q1 202211.5K$2M+0.70%
Q4 20219.2K$2M+0.58%
Q3 20218.8K$1M+0.50%
Q2 20218.2K$1M+0.46%
Q1 20217.3K$990,000+0.52%
Q4 20204.9K$685,000+0.65%

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