Position in PG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,476,371
+$95,670 QoQ
Shares Held
10,068
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,931
of 3,996 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, 2026Regent Peak Wealth Advisors LLC holds $1,705,479 across 2 Household & Personal Products names. PG ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
10,068 | $1,476,371 | |
| 2 | CL |
Colgate Palmolive Co
|
2,499 | $229,108 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,371 | 10,068 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,380,701 | 9,559 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,400,282 | 9,771 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,571,532 | 10,228 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,831,503 | 10,747 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,854,711 | 11,063 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,892,036 | 10,924 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,873,656 | 11,361 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,006,221 | 12,365 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,783,098 | 12,168 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,797,141 | 12,321 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,992,042 | 13,128 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,216,819 | 14,909 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,369,943 | 15,637 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,045,628 | 16,203 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,400,574 | 16,695 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,661,470 | 17,418 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,932,335 | 17,926 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,490,257 | 17,813 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,384,482 | 17,672 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,333,865 | 17,233 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,364,962 | 16,997 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,288,609 | 16,466 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,959,752 | 16,390 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,535,050 | 13,955 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||