Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,757,978
+$11,417,653 QoQ
Shares Held
264,307
+39.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#347
of 3,942 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)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $61,082,201 across 24 Household & Personal Products names. PG ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
264,307 | $38,757,978 | |
| 2 | KMB |
Kimberly Clark Corp
|
88,383 | $9,701,801 | |
| 3 | CL |
Colgate Palmolive Co
|
59,320 | $5,438,457 | |
| 4 | CLX |
Clorox Co /De/
|
19,486 | $1,859,743 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,418 | $1,784,335 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14,869 | $1,173,907 | |
| 7 | UL |
Unilever PLC
|
15,558 | $935,346 | |
| 8 | NWL |
Newell Brands Inc.
|
88,182 | $541,437 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,757,978 | 264,307 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $27,340,325 | 189,285 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $14,545,248 | 101,495 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $25,705,030 | 167,296 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $26,190,933 | 164,392 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $27,611,277 | 162,019 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $26,554,251 | 158,391 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $25,337,081 | 146,288 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $25,093,567 | 152,156 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $24,550,534 | 151,313 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $21,375,203 | 145,866 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $21,739,995 | 149,047 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $23,338,370 | 153,805 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $19,114,248 | 128,551 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $14,121,148 | 93,172 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $11,431,937 | 90,550 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,814,133 | 89,117 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $13,492,545 | 88,302 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $14,185,166 | 86,717 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $11,867,761 | 84,891 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $9,955,270 | 73,781 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $9,683,109 | 71,499 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,700,150 | 26,593 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,191,071 | 22,959 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,648,475 | 22,150 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,317,150 | 21,065 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||