Position in PG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,306,415
+$163,751 QoQ
Shares Held
8,909
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,030
of 4,002 holders
Holding Since
Dec 2020
22 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, 20261900 WEALTH MANAGEMENT LLC holds $1,833,246 across 2 Household & Personal Products names. PG ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
8,909 | $1,306,415 | |
| 2 | UL |
Unilever PLC
|
8,763 | $526,831 |
All Filings in PG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306,415 | 8,909 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,142,664 | 7,911 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $998,870 | 6,970 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,050,812 | 6,839 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $668,188 | 4,194 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $721,047 | 4,231 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $704,800 | 4,204 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $748,901 | 4,541 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $736,290 | 4,538 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $999,109 | 6,818 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,111,015 | 7,617 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,407,691 | 9,277 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,357,837 | 9,132 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,323,118 | 8,730 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $832,618 | 6,595 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $922,412 | 6,415 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $980,212 | 6,415 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,055,908 | 6,455 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $775,470 | 5,547 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $468,881 | 3,475 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $436,355 | 3,222 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $433,003 | 3,112 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||