Position in PG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,214,055
-$212,206 QoQ
Shares Held
21,918
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,380
of 4,003 holders
Holding Since
Mar 2020
24 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, 2026Arete Wealth Advisors, LLC holds $4,658,957 across 2 Household & Personal Products names. PG ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
21,918 | $3,214,055 | |
| 2 | KMB |
Kimberly Clark Corp
|
13,163 | $1,444,902 |
All Filings in PG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,214,055 | 21,918 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,426,261 | 23,721 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,870,659 | 27,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,778,253 | 24,590 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $3,628,784 | 21,645 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,146,754 | 23,942 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,222,446 | 25,603 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,036,293 | 24,877 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,683,869 | 25,139 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,618,640 | 24,809 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,165,718 | 27,453 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,208,670 | 28,305 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $4,340,375 | 28,638 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,356,735 | 26,588 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,930,524 | 13,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,105,431 | 13,779 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,141,752 | 13,093 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,538,638 | 11,006 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,580,165 | 11,711 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,500,293 | 11,078 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,440,516 | 10,353 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,294,168 | 16,506 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,878,325 | 15,709 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,577,510 | 14,341 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||