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CreativeOne Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1739728 OVERLAND PARK, KS

Position in PG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,495,734
-$471,100 QoQ
Shares Held
57,936
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#842
of 3,996 holders
Holding Since
Sep 2020
24 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, 2026

CreativeOne Wealth, LLC holds $13,548,911 across 4 Household & Personal Products names. PG ranks #1 (62.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
57,936 $8,495,734

All Filings in PG

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,495,734 57,936
2026-03-31 $8,966,834 62,080
2025-12-31 $8,471,053 59,110
2025-09-30 $9,305,504 60,563
2025-06-30 $10,485,645 65,815
2025-03-31 $8,026,099 47,096
2024-12-31 $6,569,699 39,187
2024-09-30 $5,736,556 33,121
2024-06-30 $3,641,432 22,080
2024-03-31 $5,057,981 31,174
2023-12-31 $2,569,871 17,537
2023-09-30 $2,340,614 16,047
2023-06-30 $4,632,621 30,530
2023-03-31 $6,317,391 42,487
2022-12-31 $5,780,649 38,141
2022-09-30 $4,296,918 34,035
2022-06-30 $4,296,445 29,880
2022-03-31 $3,480,325 22,777
2021-12-31 $2,684,838 16,413
2021-09-30 $2,397,010 17,146
2021-06-30 $2,314,993 17,157
2021-03-31 $2,033,616 15,016
2020-12-31 $1,630,163 11,716
2020-09-30 $250,737 1,804