Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,658,143
+$435,934 QoQ
Shares Held
18,127
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,503
of 4,003 holders
Holding Since
Dec 2020
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, 202644 WEALTH MANAGEMENT LLC holds $4,643,726 across 2 Household & Personal Products names. PG ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
18,127 | $2,658,143 | |
| 2 | UL |
Unilever PLC
|
33,027 | $1,985,583 |
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658,143 | 18,127 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,222,209 | 15,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,114,395 | 14,754 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,415,685 | 15,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,553,103 | 16,025 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,869,191 | 16,836 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,849,044 | 16,994 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,041,392 | 17,560 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $3,138,438 | 20,683 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,916,851 | 19,617 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,798,555 | 18,465 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,957,001 | 15,501 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,799,388 | 12,514 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,453,892 | 9,515 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,282,957 | 7,843 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,063,738 | 7,609 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,004,553 | 7,445 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $653,585 | 4,826 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $618,477 | 4,445 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||