Position in PG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$341,671
-$139,313 QoQ
Shares Held
2,330
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,250
of 4,001 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $341,671 across 1 Household & Personal Products name. PG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,330 | $341,671 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,671 | 2,330 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $480,984 | 3,330 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $471,202 | 3,288 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $487,838 | 3,175 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $505,840 | 3,175 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $541,083 | 3,175 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $532,288 | 3,175 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $549,909 | 3,175 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $582,167 | 3,530 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,375,826 | 14,643 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,268,292 | 15,479 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,476,264 | 16,977 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $3,310,359 | 21,816 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $3,234,452 | 21,753 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,886,156 | 19,043 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,159,379 | 17,104 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,165,189 | 15,058 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,866,910 | 12,218 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,476,309 | 9,025 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $979,019 | 7,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $943,160 | 6,990 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $909,954 | 6,719 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $891,052 | 6,404 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $739,982 | 5,324 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $634,916 | 5,310 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $484,550 | 4,405 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||