Position in PG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,679,614
+$63,331 QoQ
Shares Held
11,454
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,837
of 3,996 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Bison Wealth, LLC holds $1,896,895 across 2 Household & Personal Products names. PG ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
11,454 | $1,679,614 | |
| 2 | CL |
Colgate Palmolive Co
|
2,370 | $217,281 |
All Filings in PG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,679,614 | 11,454 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,616,283 | 11,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,493,863 | 10,424 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,924,773 | 12,527 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,992,455 | 12,506 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,954,717 | 11,470 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $533,797 | 3,184 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||