Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,666,856
+$32,662 QoQ
Shares Held
11,367
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,841
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, 2026HHM Wealth Advisors, LLC holds $2,025,453 across 7 Household & Personal Products names. PG ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
11,367 | $1,666,856 | |
| 2 | CLX |
Clorox Co /De/
|
2,071 | $197,656 | |
| 3 | CL |
Colgate Palmolive Co
|
1,194 | $109,465 | |
| 4 | KMB |
Kimberly Clark Corp
|
274 | $30,076 | |
| 5 | UL |
Unilever PLC
|
258 | $15,510 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
60 | $5,812 | |
| 7 | EL |
Estee Lauder Companies Inc
|
1 | $78 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,856 | 11,367 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,634,194 | 11,314 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,563,655 | 10,911 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,792,788 | 11,668 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,879,816 | 11,799 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,031,406 | 11,920 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,997,046 | 11,912 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,818,946 | 10,502 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,772,230 | 10,746 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,144,836 | 7,056 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,086,740 | 7,416 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,071,925 | 7,349 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,087,824 | 7,169 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,105,064 | 7,432 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,105,933 | 7,297 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $955,712 | 7,570 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,176,345 | 8,181 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,224,386 | 8,013 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,044,785 | 6,387 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $801,753 | 5,735 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $773,823 | 5,735 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $806,485 | 5,955 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $921,106 | 6,620 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $920,113 | 6,620 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $829,696 | 6,939 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $730,290 | 6,639 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||