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B. Riley Wealth Advisors, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1464811 MEMPHIS, TN

Position in PG

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$9,196,380
-$7,047 QoQ
Shares Held
62,714
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#803
of 3,996 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Derivatives in PG

reported options exposure · as of Jun 30, 2026
CallValue
$219,960
CallShares
1,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $11,181,968 across 5 Household & Personal Products names. PG ranks #1 (82.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
62,714 $9,196,380

All Filings in PG

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30 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $219,960 1,500
2026-06-30 $9,196,380 62,714
2026-03-31 $144,720 100,000
2026-03-31 $9,203,427 63,718
2025-12-31 $143,310 1,000
2025-12-31 $9,947,433 69,412
2025-09-30 $11,022,390 71,737
2025-09-30 $153,650 100,000
2025-06-30 $31,864 200
2025-06-30 $12,411,346 77,902
2024-12-31 $29,366,915 175,168
2024-09-30 $25,351,284 146,370
2024-06-30 $37,700,052 228,596
2024-03-31 $26,509,865 163,389
2023-12-31 $26,949,878 183,908
2023-09-30 $23,831,919 163,389
2023-06-30 $24,844,845 163,733
2023-03-31 $26,753,643 179,929
2022-12-31 $20,206,130 133,321
2022-09-30 $16,841,243 133,396
2022-06-30 $13,046,640 90,734
2022-03-31 $19,020,543 124,480
2021-12-31 $21,035,406 128,594
2021-09-30 $18,296,184 130,874
2021-06-30 $16,883,116 125,125
2021-03-31 $16,891,776 124,727
2020-12-31 $6,292,326 45,223
2020-09-30 $8,828,919 63,522
2020-06-30 $6,024,293 50,383
2020-03-31 $5,267,900 47,890