Position in PG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,764,016
-$32,197 QoQ
Shares Held
18,849
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,480
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 33%
Shared 67%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Venturi Wealth Management, LLC holds $5,375,071 across 3 Household & Personal Products names. PG ranks #1 (51.4% of the industry book) .
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,764,016 | 18,849 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,796,213 | 19,359 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $2,604,229 | 18,172 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,631,102 | 17,124 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $3,174,132 | 19,923 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $3,455,265 | 20,275 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,248,385 | 19,376 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,123,488 | 18,034 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,128,861 | 18,972 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,713,631 | 16,725 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,588,042 | 17,661 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,671,717 | 18,317 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,771,986 | 18,268 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,247,746 | 15,117 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,364,941 | 15,604 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,908,647 | 15,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,032,471 | 14,135 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,009,931 | 13,154 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,205,221 | 13,481 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,021,647 | 14,461 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,923,966 | 14,259 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,881,393 | 13,892 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,972,448 | 14,176 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,023,833 | 14,561 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,030,059 | 16,978 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,029,010 | 72,991 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||