Dakota Wealth Management

Position in PG — PROCTER & GAMBLE Co

CIK 1631353 PALM BEACH GARDENS, FL

Position in PG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,482,961

-$94,687 QoQ

Shares Held

91,946

-2.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#630

of 4,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Dakota Wealth Management holds $18,208,918 across 6 Household & Personal Products names. PG ranks #1 (74.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	91,946	$13,482,961
2	KMB	Kimberly Clark Corp	19,202	$2,107,803
3	UL	Unilever PLC	22,856	$1,374,102
4	CLX	Clorox Co /De/	6,985	$666,648
5	CL	Colgate Palmolive Co	3,581	$328,306
6	KVUE	Kenvue Inc.	13,035	$249,098

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,482,961	91,946	-2.2%	Shares	Defined	2026-08-07
2026-03-31	$13,577,648	94,002	-10.7%	Shares	Defined	2026-05-07
2025-12-31	$15,081,227	105,235	+24.2%	Shares	Defined	2026-01-13
2025-09-30	$13,015,998	84,712	+11.7%	Shares	Defined	2025-11-10
2025-06-30	$12,079,642	75,820	-3.1%	Shares	Defined	2025-07-16
2025-03-31	$13,341,159	78,284	-24.7%	Shares	Defined	2025-05-02
2024-12-31	$17,420,511	103,910	-0.9%	Shares	Sole	2025-01-17
2024-09-30	$18,165,216	104,880	+22.5%	Shares	Defined	2024-10-23
2024-06-30	$14,118,306	85,607	-1.7%	Shares	Defined	2024-07-22
2024-03-31	$14,132,299	87,102	+24.1%	Shares	Defined	2024-04-24
2023-12-31	$10,283,297	70,174	-0.6%	Shares	Defined	2024-01-30
2023-09-30	$10,300,923	70,622	+14.1%	Shares	Other	2023-10-24
2023-06-30	$9,387,850	61,868	+51.7%	Shares	Sole	2023-07-31
2023-03-31	$6,064,321	40,785	-0.4%	Shares	Sole	2023-04-14
2022-12-31	$6,204,866	40,940	-4.4%	Shares	Sole	2023-02-08
2022-09-30	$5,406,908	42,827	+32.0%	Shares	Sole	2022-11-10
2022-06-30	$4,663,828	32,435	+2.1%	Shares	Other	2022-08-05
2022-03-31	$4,855,219	31,775	+33.3%	Shares	Other	2022-05-13
2021-12-31	$3,898,111	23,830	-14.3%	Shares	Sole	2022-02-10
2021-09-30	$3,889,096	27,819	-0.2%	Shares	Other	2021-11-15
2021-06-30	$3,762,118	27,882	+6.5%	Shares	Other	2021-08-02
2021-03-31	$3,544,338	26,171	-1.3%	Shares	Sole	2021-05-10
2020-12-31	$3,688,879	26,512	+63.8%	Shares	Sole	2021-02-12
2020-09-30	$2,249,969	16,188	+1.7%	Shares	Other	2020-11-04
2020-06-30	$1,903,314	15,918	+8.4%	Shares	Sole	2020-08-07
2020-03-31	$1,615,460	14,686	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.