Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,427,540
-$323,795 QoQ
Shares Held
9,735
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,963
of 4,003 holders
Holding Since
Mar 2020
26 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, 2020CallValue
$0
CallShares
0
PutValue
$839,360
PutShares
6,039
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 Jun 30, 2026Cypress Wealth Services, LLC holds $1,804,253 across 2 Household & Personal Products names. PG ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
9,735 | $1,427,540 | |
| 2 | CL |
Colgate Palmolive Co
|
4,109 | $376,713 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,540 | 9,735 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,751,335 | 12,125 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,030,702 | 14,170 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $479,234 | 3,119 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $481,465 | 3,022 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $515,520 | 3,025 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $488,364 | 2,913 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $499,682 | 2,885 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $446,438 | 2,707 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $662,953 | 4,086 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $555,240 | 3,789 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $563,311 | 3,862 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $867,042 | 5,714 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $752,817 | 5,063 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $749,767 | 4,947 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $613,953 | 4,863 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $749,721 | 5,214 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $685,919 | 4,489 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $654,320 | 4,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $546,478 | 3,909 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $696,508 | 5,162 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $772,357 | 5,703 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $824,404 | 5,925 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $839,360 | 6,039 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $7,838,770 | 65,558 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $7,187,840 | 65,344 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||