Position in PG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$493,296
+$1,623 QoQ
Shares Held
3,364
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,922
of 4,002 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026TrueWealth Advisors, LLC holds $718,629 across 2 Household & Personal Products names. PG ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,364 | $493,296 | |
| 2 | CLX |
Clorox Co /De/
|
2,361 | $225,333 |
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,296 | 3,364 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $491,673 | 3,404 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $488,543 | 3,409 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $541,308 | 3,523 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $567,179 | 3,560 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $633,962 | 3,720 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $637,237 | 3,801 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $657,640 | 3,797 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $620,264 | 3,761 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $626,934 | 3,864 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $615,468 | 4,200 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $645,576 | 4,426 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $642,922 | 4,237 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $605,019 | 4,069 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $565,167 | 3,729 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $460,181 | 3,645 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $513,330 | 3,570 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $497,058 | 3,253 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $532,125 | 3,253 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||