Position in PG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$440,799
+$21,923 QoQ
Shares Held
3,006
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,013
of 4,001 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $648,693 across 2 Household & Personal Products names. PG ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,006 | $440,799 | |
| 2 | UL |
Unilever PLC
|
3,458 | $207,894 |
All Filings in PG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,799 | 3,006 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $418,876 | 2,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $391,236 | 2,730 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $560,515 | 3,648 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $662,293 | 4,157 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $714,741 | 4,194 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $579,733 | 3,458 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $704,750 | 4,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $681,779 | 4,134 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $592,861 | 3,654 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $532,526 | 3,634 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $525,096 | 3,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $653,999 | 4,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $620,780 | 4,175 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $568,804 | 3,753 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $495,531 | 3,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $525,552 | 3,655 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $472,763 | 3,094 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $451,317 | 2,759 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $398,569 | 2,851 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $396,694 | 2,940 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $395,726 | 2,922 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $405,732 | 2,916 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||