Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,664,941
+$2,340,268 QoQ
Shares Held
93,187
+18.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#624
of 3,996 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,735,564 across 9 Household & Personal Products names. PG ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
93,187 | $13,664,941 | |
| 2 | UL |
Unilever PLC
|
40,527 | $2,436,483 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,774 | $633,811 | |
| 4 | CL |
Colgate Palmolive Co
|
5,763 | $528,351 | |
| 5 | KVUE |
Kenvue Inc.
|
20,607 | $393,799 | |
| 6 | CLX |
Clorox Co /De/
|
3,518 | $335,757 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,808 | $272,039 | |
| 8 | IPAR |
Interparfums Inc
|
2,339 | $261,640 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,664,941 | 93,187 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,324,673 | 78,404 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,325,846 | 44,141 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,279,629 | 47,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,077,631 | 44,424 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $7,594,767 | 44,565 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $7,492,949 | 44,694 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $7,249,286 | 41,855 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $6,962,427 | 42,217 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $7,141,596 | 44,016 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $6,387,971 | 43,592 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,115,909 | 41,930 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,353,353 | 41,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,454,038 | 43,406 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,450,999 | 42,564 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,273,841 | 41,773 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,234,937 | 50,316 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,749,863 | 50,719 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,821,577 | 47,815 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,553,125 | 46,875 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,992,005 | 36,997 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,969,062 | 36,691 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,108,664 | 36,716 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,083,003 | 36,571 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $517,857 | 4,331 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $771,210 | 7,011 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||