Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$945,241
+$4,793 QoQ
Shares Held
6,446
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,351
of 4,026 holders
Holding Since
Jun 2022
17 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, 2026CM WEALTH ADVISORS LLC holds $1,486,742 across 3 Household & Personal Products names. PG ranks #1 (63.6% of the industry book) .
All Filings in PG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,241 | 6,446 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $940,448 | 6,511 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $933,091 | 6,511 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $788,685 | 5,133 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $813,169 | 5,104 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,094,437 | 6,422 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,076,648 | 6,422 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,112,290 | 6,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,059,116 | 6,422 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $502,975 | 3,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $749,405 | 5,114 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $745,928 | 5,114 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,041,543 | 6,864 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $796,532 | 5,357 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $763,104 | 5,035 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $635,668 | 5,035 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $723,982 | 5,035 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||