Institute for Wealth Management, LLC.

Position in PG — PROCTER & GAMBLE Co

CIK 1533954 DENVER, CO

Position in PG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,113,290

+$55,556 QoQ

Shares Held

7,592

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,175

of 4,001 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $4,065,469 across 11 Household & Personal Products names. PG ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KVUE	Kenvue Inc.	122,571	$2,342,331
2	PG	PROCTER & GAMBLE Co This page	7,592	$1,113,290
3	CL	Colgate Palmolive Co	1,849	$169,516
4	ODD	Oddity Tech Ltd	8,111	$122,719
5	CHD	Church & Dwight Co Inc /De/	1,164	$112,768
6	KMB	Kimberly Clark Corp	820	$90,011
7	UL	Unilever PLC	1,417	$85,190
8	EL	Estee Lauder Companies Inc	208	$16,421

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,113,290	7,592	+3.7%	Shares	Sole	2026-07-28
2026-03-31	$1,057,734	7,323	+1.7%	Shares	Sole	2026-05-14
2025-12-31	$1,032,118	7,202	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$1,106,126	7,199	+0.4%	Shares	Sole	2025-10-17
2025-06-30	$1,142,324	7,170	-1.1%	Shares	Sole	2025-07-18
2025-03-31	$1,235,204	7,248	-0.3%	Shares	Sole	2025-04-21
2024-12-31	$1,219,318	7,273	0.0%	Shares	Sole	2025-01-23
2024-09-30	$1,259,683	7,273	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$1,206,554	7,316	+1.3%	Shares	Sole	2024-07-25
2024-03-31	$1,171,607	7,221	+14.1%	Shares	Sole	2024-04-30
2023-12-31	$927,598	6,330	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$926,794	6,354	0.0%	Shares	Sole	2023-10-13
2023-06-30	$964,155	6,354	-0.3%	Shares	Sole	2023-07-25
2023-03-31	$947,155	6,370	-4.5%	Shares	Sole	2023-04-20
2022-12-31	$1,010,905	6,670	-6.2%	Shares	Sole	2023-02-02
2022-09-30	$897,385	7,108	0.0%	Shares	Sole	2022-10-18
2022-06-30	$1,022,059	7,108	0.0%	Shares	Sole	2022-07-25
2022-03-31	$1,086,102	7,108	-2.0%	Shares	Sole	2022-04-29
2021-12-31	$1,185,955	7,250	+0.2%	Shares	Sole	2022-01-21
2021-09-30	$1,011,173	7,233	-0.9%	Shares	Sole	2021-11-15
2021-06-30	$984,449	7,296	-0.6%	Shares	Sole	2021-07-21
2021-03-31	$994,327	7,342	-1.6%	Shares	Sole	2021-05-04
2020-12-31	$1,037,984	7,460	-5.8%	Shares	Sole	2021-02-01
2020-09-30	$1,101,078	7,922	+0.8%	Shares	Sole	2020-11-03
2020-06-30	$939,820	7,860	+8.4%	Shares	Sole	2020-07-30
2020-03-31	$797,720	7,252	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.