Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$607,089
-$670,916 QoQ
Shares Held
4,140
-53.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,738
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $929,703 across 2 Household & Personal Products names. PG ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,140 | $607,089 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,939 | $322,614 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,089 | 4,140 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,278,005 | 8,848 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,271,016 | 8,869 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,421,262 | 9,250 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,515,451 | 9,512 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,624,102 | 9,530 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,034,297 | 18,099 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,073,434 | 17,745 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,887,089 | 17,506 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,830,938 | 17,448 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,636,987 | 17,995 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,448,697 | 16,788 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,414,335 | 15,911 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,267,373 | 15,249 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $2,415,260 | 15,936 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,021,010 | 16,008 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,989,334 | 13,835 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,083,886 | 13,638 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,646,724 | 16,180 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,016,335 | 14,423 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,911,418 | 14,166 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,919,584 | 14,174 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,955,751 | 14,056 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,864,828 | 13,417 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,600,205 | 13,383 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,452,770 | 13,207 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||