Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,722,717
+$4,027,471 QoQ
Shares Held
93,581
+39.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#624
of 4,001 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$98,952
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SteelPeak Wealth, LLC holds $16,110,434 across 2 Household & Personal Products names. PG ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
93,581 | $13,722,717 | |
| 2 | KMB |
Kimberly Clark Corp
|
21,752 | $2,387,717 |
All Filings in PG
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,722,717 | 93,581 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,695,246 | 67,123 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,312,358 | 37,069 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,793,559 | 76,756 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,570,455 | 72,624 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $13,047,696 | 76,562 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,341,690 | 67,651 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $12,807,620 | 73,947 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $98,952 | 600 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $7,488,357 | 45,406 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $7,099,573 | 43,757 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $243,375 | 1,500 | Call | Sole | 2024-04-18 | |
| 2023-12-31 | $10,289,892 | 70,219 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $219,810 | 1,500 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $6,725,896 | 46,112 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,946,575 | 91,911 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $14,994,791 | 100,846 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,067,567 | 26,838 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $10,989,431 | 87,045 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,263,745 | 22,698 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,593,547 | 75,874 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,970,599 | 48,726 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,525,584 | 46,678 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,133,378 | 15,811 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,298,247 | 16,970 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,345,204 | 16,855 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,163,657 | 15,567 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,872,227 | 15,658 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,512,100 | 50,110 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||