WEALTH ALLIANCE, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1793904 MELLVILLE, NY

Position in PG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,541,649

-$66,895 QoQ

Shares Held

24,152

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,309

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $6,466,399 across 5 Household & Personal Products names. PG ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	24,152	$3,541,649
2	UL	Unilever PLC	21,528	$1,294,263
3	KMB	Kimberly Clark Corp	8,329	$914,274
4	CHD	Church & Dwight Co Inc /De/	4,110	$398,176
5	CL	Colgate Palmolive Co	3,469	$318,037

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,541,649	24,152	-3.3%	Shares	Defined	2026-08-11
2026-03-31	$3,608,544	24,983	-2.5%	Shares	Defined	2026-05-14
2025-12-31	$3,673,608	25,634	+1.9%	Shares	Defined	2026-02-13
2025-09-30	$3,863,990	25,148	-1.9%	Shares	Defined	2025-11-07
2025-06-30	$4,082,893	25,627	+1.9%	Shares	Defined	2025-08-08
2025-03-31	$4,286,744	25,154	+4.6%	Shares	Defined	2025-05-05
2024-12-31	$4,032,653	24,054	-6.6%	Shares	Defined	2025-02-03
2024-09-30	$4,459,034	25,745	-2.9%	Shares	Defined	2024-11-04
2024-06-30	$4,374,667	26,526	-9.4%	Shares	Defined	2024-08-09
2024-03-31	$4,750,031	29,276	+1.9%	Shares	Defined	2024-05-10
2023-12-31	$4,209,214	28,724	-0.3%	Shares	Defined	2024-01-30
2023-09-30	$4,200,913	28,801	-0.4%	Shares	Defined	2023-11-09
2023-06-30	$4,388,927	28,924	+1.8%	Shares	Defined	2023-08-02
2023-03-31	$4,225,323	28,417	-1.3%	Shares	Defined	2023-05-11
2022-12-31	$4,365,382	28,803	+5.3%	Shares	Defined	2023-02-13
2022-09-30	$3,452,685	27,348	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$3,865,792	26,885	+280.6%	Shares	Sole	2022-10-11
2022-03-31	$1,079,379	7,064	-10.2%	Shares	Defined	2022-05-10
2021-12-31	$1,286,883	7,867	+14.8%	Shares	Defined	2022-02-14
2021-09-30	$957,769	6,851	+7.0%	Shares	Defined	2021-11-12
2021-06-30	$863,552	6,400	+24.1%	Shares	Defined	2021-08-16
2021-03-31	$698,276	5,156	+12.7%	Shares	Defined	2021-05-18
2020-12-31	$636,704	4,576	+0.6%	Shares	Defined	2021-02-11
2020-09-30	$631,987	4,547	-5.1%	Shares	Defined	2020-12-01
2020-06-30	$572,740	4,790	-9.4%	Shares	Defined	2020-08-14
2020-03-31	$581,570	5,287	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.