Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$121,857
-$21,283 QoQ
Shares Held
831
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,822
of 3,996 holders
Holding Since
Dec 2022
12 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, 2026High Note Wealth, LLC holds $241,308 across 8 Household & Personal Products names. PG ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
831 | $121,857 | |
| 2 | KVUE |
Kenvue Inc.
|
2,920 | $55,801 | |
| 3 | KMB |
Kimberly Clark Corp
|
374 | $41,053 | |
| 4 | CL |
Colgate Palmolive Co
|
146 | $13,385 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
42 | $4,068 | |
| 6 | CLX |
Clorox Co /De/
|
20 | $1,908 | |
| 7 | EL |
Estee Lauder Companies Inc
|
24 | $1,894 | |
| 8 | IPAR |
Interparfums Inc
|
12 | $1,342 |
All Filings in PG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,857 | 831 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $143,140 | 991 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $135,714 | 947 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $190,986 | 1,243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $196,760 | 1,235 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $210,468 | 1,235 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $207,047 | 1,235 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $213,902 | 1,235 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $220,333 | 1,336 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $223,742 | 1,379 | Shares | Sole | 2024-05-01 | |
| 2023-06-30 | $202,724 | 1,336 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $202,484 | 1,336 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||