Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,496,692
-$387,485 QoQ
Shares Held
17,026
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,544
of 3,996 holders
Holding Since
Mar 2021
15 quarters on record
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $3,363,093 across 10 Household & Personal Products names. PG ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
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|
17,026 | $2,496,692 | |
| 2 | CL |
Colgate Palmolive Co
|
7,118 | $652,577 | |
| 3 | KVUE |
Kenvue Inc.
|
4,843 | $92,549 | |
| 4 | KMB |
Kimberly Clark Corp
|
425 | $46,652 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
296 | $28,676 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
200 | $17,150 | |
| 7 | EL |
Estee Lauder Companies Inc
|
111 | $8,763 | |
| 8 | IPAR |
Interparfums Inc
|
70 | $7,830 |
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,496,692 | 17,026 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,884,177 | 19,968 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,849,002 | 19,880 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,168,263 | 20,620 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,165,576 | 44,976 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,046,308 | 70,686 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,258,871 | 67,157 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $10,719 | 65 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,546 | 65 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,085 | 62 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $13,712,119 | 89,739 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,995,307 | 103,896 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $12,700,410 | 90,847 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $11,691,684 | 86,650 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,152,690 | 97,118 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||