Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$824,556
+$330,427 QoQ
Shares Held
5,623
+64.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,462
of 4,001 holders
Holding Since
Mar 2020
26 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, 2026CallValue
$293,280
CallShares
2,000
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 Jun 30, 2026Focused Wealth Management, Inc holds $1,317,642 across 2 Household & Personal Products names. PG ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
5,623 | $824,556 | |
| 2 | KMB |
Kimberly Clark Corp
|
4,492 | $493,086 |
All Filings in PG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,280 | 2,000 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $824,556 | 5,623 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $494,129 | 3,421 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $457,588 | 3,193 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $504,893 | 3,286 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $524,481 | 3,292 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $558,125 | 3,275 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $560,286 | 3,342 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $567,403 | 3,276 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $537,309 | 3,258 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $525,852 | 3,241 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $484,607 | 3,307 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $479,879 | 3,290 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $496,796 | 3,274 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $454,694 | 3,058 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $468,017 | 3,088 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $387,840 | 3,072 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $439,566 | 3,057 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $464,817 | 3,042 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $705,520 | 4,313 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $602,258 | 4,308 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $605,835 | 4,490 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $607,132 | 4,483 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $595,658 | 4,281 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $606,691 | 4,365 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $637,068 | 5,328 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $582,670 | 5,297 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||