Position in PG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$74,126,145
-$19,732,990 QoQ
Shares Held
513,197
-21.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$964,620
PutShares
6,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $117,235,378 across 10 Household & Personal Products names. PG ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
513,197 | $74,126,145 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
258,972 | $24,167,236 | |
| 3 | KMB |
Kimberly Clark Corp
|
109,823 | $10,594,597 | |
| 4 | CL |
Colgate Palmolive Co
|
34,590 | $2,948,082 | |
| 5 | KVUE |
Kenvue Inc.
|
117,083 | $2,018,488 | |
| 6 | ACU |
Acme United Corp
|
30,415 | $1,365,937 | |
| 7 | UL |
Unilever PLC
|
15,384 | $876,420 | |
| 8 | CLX |
Clorox Co /De/
|
8,368 | $867,173 |
All Filings in PG
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,126,145 | 513,197 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $93,859,135 | 654,938 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $102,255,120 | 665,507 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $91,996,283 | 577,431 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $94,249,055 | 553,040 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $85,678,352 | 511,055 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $78,564,719 | 453,607 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $71,755,527 | 435,093 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $52,010,202 | 320,556 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $83,403,387 | 569,151 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $70,126,133 | 480,777 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $64,869,153 | 427,502 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $55,874,430 | 375,778 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $54,257,570 | 357,994 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $44,913,563 | 355,751 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $51,662,021 | 359,288 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $52,733,572 | 345,115 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $50,887,284 | 311,085 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $964,620 | 6,900 | Put | Sole | 2021-11-01 | |
| 2021-09-30 | $41,667,390 | 298,050 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $36,782,322 | 272,603 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $32,655,558 | 241,125 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $30,914,264 | 222,181 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $27,624,540 | 198,752 | Shares | Sole | 2020-11-06 | |
| 2020-09-30 | $41,697 | 300 | Call | Sole | 2020-11-06 | |
| 2020-06-30 | $23,478,047 | 196,354 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $35,871 | 300 | Call | Sole | 2020-08-05 | |
| 2020-03-31 | $18,438,090 | 167,619 | Shares | Sole | 2020-05-07 | |
| 2020-03-31 | $33,000 | 300 | Call | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||