Naviter Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1855567 LITTLE ROCK, AR

Position in PG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,836,750

+$690,661 QoQ

Shares Held

19,345

+30.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,467

of 4,003 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Defensive · as of Jun 30, 2026

Naviter Wealth, LLC holds $6,312,227 across 2 Household & Personal Products names. PG ranks #2 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UL	Unilever PLC	57,809	$3,475,477
2	PG	PROCTER & GAMBLE Co This page	19,345	$2,836,750

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,836,750	19,345	+30.2%	Shares	Sole	2026-08-07
2026-03-31	$2,146,089	14,858	+6.2%	Shares	Sole	2026-04-10
2025-12-31	$2,005,480	13,994	-27.2%	Shares	Sole	2026-01-21
2025-09-30	$2,954,996	19,232	-1.3%	Shares	Sole	2025-11-06
2025-06-30	$3,103,075	19,477	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$3,329,154	19,535	-0.5%	Shares	Sole	2025-04-25
2024-12-31	$3,290,634	19,628	+2.0%	Shares	Sole	2025-02-07
2024-09-30	$3,331,502	19,235	+2.5%	Shares	Sole	2024-10-16
2024-06-30	$3,094,723	18,765	+6.3%	Shares	Sole	2024-08-02
2024-03-31	$2,864,199	17,653	+12.6%	Shares	Sole	2024-04-18
2023-12-31	$2,298,186	15,683	+23.2%	Shares	Sole	2024-02-05
2023-09-30	$1,856,214	12,726	+6.5%	Shares	Sole	2023-11-14
2023-06-30	$1,812,837	11,947	+12.4%	Shares	Sole	2023-07-20
2023-03-31	$1,580,426	10,629	+0.2%	Shares	Sole	2023-04-12
2022-12-31	$1,608,354	10,612	+21.8%	Shares	Sole	2023-01-31
2022-09-30	$1,099,763	8,711	+11.7%	Shares	Sole	2022-10-27
2022-06-30	$1,121,849	7,802	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.