Waterfront Wealth Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1775210 OVERLAND PARK, KS

Position in PG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,661,137

+$120,540 QoQ

Shares Held

11,328

+6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,845

of 3,996 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Waterfront Wealth Inc. holds $3,397,581 across 3 Household & Personal Products names. PG ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	11,328	$1,661,137
2	EL	Estee Lauder Companies Inc	19,191	$1,515,129
3	CL	Colgate Palmolive Co	2,414	$221,315

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,661,137	11,328	+6.2%	Shares	Sole	2026-07-30
2026-03-31	$1,540,597	10,666	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$1,513,496	10,561	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$1,607,179	10,460	+514.9%	Shares	Sole	2025-11-06
2025-06-30	$271,003	1,701	+2.3%	Shares	Sole	2025-08-04
2025-03-31	$283,408	1,663	-8.3%	Shares	Sole	2025-04-25
2024-12-31	$304,117	1,814	-4.5%	Shares	Sole	2025-02-03
2024-09-30	$328,906	1,899	+10.0%	Shares	Sole	2024-10-31
2024-06-30	$284,816	1,727	-12.3%	Shares	Sole	2024-08-01
2024-03-31	$319,470	1,969	-16.2%	Shares	Sole	2024-05-13
2023-12-31	$344,222	2,349	-1.6%	Shares	Sole	2024-01-31
2023-09-30	$348,313	2,388	+0.5%	Shares	Sole	2023-11-09
2023-06-30	$360,382	2,375	+0.0%	Shares	Sole	2023-07-28
2023-03-31	$352,990	2,374	-0.3%	Shares	Sole	2023-04-19
2022-12-31	$361,015	2,382	-0.0%	Shares	Sole	2023-01-31
2022-09-30	$300,853	2,383	+36.6%	Shares	Sole	2022-11-02
2022-06-30	$250,769	1,744	+17.3%	Shares	Sole	2022-07-25
2022-03-31	$227,213	1,487	0.0%	Shares	Sole	2022-05-13
2021-12-31	$243,243	1,487	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.