Position in PG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,384,134
-$24,011 QoQ
Shares Held
9,439
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,982
of 4,001 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EPG Wealth Management LLC holds $2,236,635 across 2 Household & Personal Products names. PG ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
9,439 | $1,384,134 | |
| 2 | UL |
Unilever PLC
|
14,180 | $852,501 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,134 | 9,439 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,408,145 | 9,749 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,118,821 | 7,807 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,211,222 | 7,883 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,227,241 | 7,703 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,308,996 | 7,681 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,186,459 | 7,077 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,274,578 | 7,359 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,370,843 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,332,721 | 8,214 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,222,143 | 8,340 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,197,802 | 8,212 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,334,098 | 8,792 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,320,069 | 8,878 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,001,963 | 6,611 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $869,231 | 6,885 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $951,170 | 6,615 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $957,433 | 5,853 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $783,579 | 5,605 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,108,045 | 8,212 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,065,427 | 7,867 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,357,032 | 9,753 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,201,429 | 8,644 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $813,315 | 6,802 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $759,440 | 6,904 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||