Summit Financial Wealth Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1632283 Lafayette, LA

Position in PG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$472,620

+$117,731 QoQ

Shares Held

3,223

+31.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,962

of 4,002 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $1,068,890 across 2 Household & Personal Products names. PG ranks #2 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KMB	Kimberly Clark Corp	5,432	$596,270
2	PG	PROCTER & GAMBLE Co This page	3,223	$472,620

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,620	3,223	+31.2%	Shares	Sole	2026-07-15
2026-03-31	$354,889	2,457	-9.5%	Shares	Sole	2026-05-26
2025-12-31	$389,086	2,715	+9.1%	Shares	Sole	2026-01-27
2025-09-30	$382,281	2,488	+30.4%	Shares	Sole	2025-10-03
2025-06-30	$303,982	1,908	+6.8%	Shares	Sole	2025-09-29
2025-03-31	$304,370	1,786	0.0%	Shares	Sole	2025-05-14
2024-12-31	$299,422	1,786	0.0%	Shares	Sole	2025-02-13
2024-09-30	$309,335	1,786	+1.0%	Shares	Sole	2024-11-13
2024-06-30	$291,578	1,768	+2.3%	Shares	Sole	2024-08-12
2024-03-31	$280,530	1,729	+25.7%	Shares	Sole	2024-05-02
2023-12-31	$201,492	1,375	-7.9%	Shares	Sole	2024-01-19
2022-06-30	$214,678	1,493	-1.0%	Shares	Sole	2022-07-26
2021-09-30	$210,818	1,508	-25.9%	Shares	Sole	2021-11-05
2020-09-30	$282,844	2,035	+18.3%	Shares	Sole	2020-11-09
2020-06-30	$205,660	1,720	-6.4%	Shares	Sole	2020-07-16
2020-03-31	$202,070	1,837	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.