SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in PG — PROCTER & GAMBLE Co
CIK 1531593
NEW YORK, NY
Position in PG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$218,393
+$206,212 QoQ
Shares Held
1,512
+1678.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Dec 31, 2021CallValue
$490,740
CallShares
3,000
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 Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $462,851 across 11 Household & Personal Products names. PG ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,512 | $218,393 | |
| 2 | COTY |
Coty Inc.
|
51,692 | $103,900 | |
| 3 | CLX |
Clorox Co /De/
|
820 | $84,976 | |
| 4 | KMB |
Kimberly Clark Corp
|
255 | $24,599 | |
| 5 | CL |
Colgate Palmolive Co
|
133 | $11,335 | |
| 6 | KVUE |
Kenvue Inc.
|
315 | $5,430 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
39 | $3,639 | |
| 8 | EL |
Estee Lauder Companies Inc
|
41 | $2,942 |
All Filings in PG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,393 | 1,512 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,181 | 85 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $562,359 | 3,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $197,716 | 1,241 | Shares | Sole | 2025-08-12 | |
| 2023-12-31 | $43,962 | 300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,758 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $556,734 | 3,669 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $551,045 | 3,706 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,228,090 | 8,103 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $542,875 | 4,300 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,782,996 | 12,400 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $396,210 | 2,593 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $345,644 | 2,113 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $490,740 | 3,000 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $2,516 | 18 | Put | Sole | 2021-10-20 | |
| 2021-09-30 | $733,251 | 5,245 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,833 | 21 | Call | Sole | 2021-07-19 | |
| 2021-06-30 | $583,167 | 4,322 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $365,661 | 2,700 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $459,162 | 3,300 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $318,982 | 2,295 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $561,979 | 4,700 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $39,050 | 355 | Put | Sole | 2020-04-28 | |
| 2020-03-31 | $2,288,000 | 20,800 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||