Position in PG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,615,409
+$785,252 QoQ
Shares Held
24,655
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,295
of 4,003 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BIP Wealth, LLC holds $4,073,824 across 2 Household & Personal Products names. PG ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
24,655 | $3,615,409 | |
| 2 | UL |
Unilever PLC
|
7,625 | $458,415 |
All Filings in PG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,615,409 | 24,655 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,830,157 | 19,594 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,857,314 | 19,938 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,365,180 | 8,885 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,116,355 | 7,007 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,497,139 | 8,785 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,538,188 | 9,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,661,854 | 9,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $816,188 | 4,949 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $816,279 | 5,031 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $715,261 | 4,881 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $530,346 | 3,636 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $533,669 | 3,517 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $730,810 | 4,915 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||