MBL Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1845785 CHARLOTTE, NC

Position in PG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,334,277

-$27,791 QoQ

Shares Held

9,099

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,009

of 3,996 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Consumer Defensive · as of Jun 30, 2026

MBL Wealth, LLC holds $1,537,623 across 2 Household & Personal Products names. PG ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	9,099	$1,334,277
2	CL	Colgate Palmolive Co	2,218	$203,346

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,334,277	9,099	-3.5%	Shares	Sole	2026-07-15
2026-03-31	$1,362,068	9,430	+3.7%	Shares	Sole	2026-04-28
2025-12-31	$1,302,973	9,092	+29.1%	Shares	Sole	2026-01-21
2025-09-30	$1,082,002	7,042	+16.2%	Shares	Sole	2025-10-16
2025-06-30	$965,160	6,058	-3.4%	Shares	Sole	2025-07-22
2025-03-31	$1,069,214	6,274	+13.2%	Shares	Sole	2025-05-21
2024-12-31	$928,948	5,541	-8.1%	Shares	Sole	2025-04-21
2024-09-30	$1,044,396	6,030	+0.8%	Shares	Sole	2025-01-08
2024-06-30	$986,221	5,980	-8.4%	Shares	Sole	2024-07-19
2024-03-31	$1,058,681	6,525	-11.2%	Shares	Sole	2024-04-22
2023-12-31	$1,076,922	7,349	+5.9%	Shares	Sole	2024-01-18
2023-09-30	$1,011,830	6,937	+20.1%	Shares	Sole	2023-10-11
2023-06-30	$876,753	5,778	-1.3%	Shares	Defined	2023-07-17
2023-03-31	$870,133	5,852	-2.3%	Shares	Defined	2023-04-12
2022-12-31	$908,147	5,992	+18.7%	Shares	Defined	2023-01-12
2022-09-30	$637,310	5,048	+6.6%	Shares	Defined	2023-01-12
2022-06-30	$680,845	4,735	-17.7%	Shares	Defined	2023-01-12
2022-03-31	$878,599	5,750	+39.3%	Shares	Defined	2022-05-02
2021-03-31	$559,055	4,128	+17.6%	Shares	Defined	2021-05-27
2020-12-31	$488,242	3,509	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.