RIDGECREST WEALTH PARTNERS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1860719 MILL VALLEY, CA

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,298,373

+$34,318 QoQ

Shares Held

22,493

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#1,357

of 4,001 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

RIDGECREST WEALTH PARTNERS, LLC holds $3,733,081 across 3 Household & Personal Products names. PG ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	22,493	$3,298,373
2	CLX	Clorox Co /De/	2,312	$220,657
3	KMB	Kimberly Clark Corp	1,950	$214,051

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,298,373	22,493	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$3,264,055	22,598	+1.9%	Shares	Sole	2026-04-22
2025-12-31	$3,178,472	22,179	-28.5%	Shares	Sole	2026-01-22
2025-09-30	$4,767,605	31,029	-0.6%	Shares	Sole	2025-10-14
2025-06-30	$4,975,404	31,229	-0.5%	Shares	Sole	2025-07-15
2025-03-31	$5,348,290	31,383	-0.0%	Shares	Sole	2025-04-22
2024-12-31	$5,262,868	31,392	-3.7%	Shares	Sole	2025-01-22
2024-09-30	$5,646,666	32,602	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$5,375,402	32,594	+0.8%	Shares	Sole	2024-08-05
2024-03-31	$5,245,055	32,327	0.0%	Shares	Sole	2024-04-17
2023-12-31	$4,737,198	32,327	-0.0%	Shares	Sole	2024-01-09
2023-09-30	$4,715,799	32,331	-1.5%	Shares	Sole	2023-10-25
2023-06-30	$4,981,775	32,831	+0.6%	Shares	Sole	2023-07-31
2023-03-31	$4,852,200	32,633	-0.3%	Shares	Sole	2023-04-24
2022-12-31	$4,958,285	32,715	0.0%	Shares	Sole	2023-01-26
2022-09-30	$4,130,268	32,715	+3.4%	Shares	Sole	2022-10-20
2022-06-30	$4,549,228	31,638	+0.7%	Shares	Sole	2022-07-29
2022-03-31	$4,799,295	31,409	-0.6%	Shares	Sole	2022-04-26
2021-12-31	$5,170,600	31,609	+4.1%	Shares	Sole	2022-01-19
2021-09-30	$4,244,188	30,359	+15.0%	Shares	Sole	2021-11-03
2021-06-30	$3,560,802	26,390	+8.5%	Shares	Sole	2021-07-21
2021-03-31	$3,292,980	24,315	—	Shares	Sole	2021-05-19
No filing history on record for this holder in this stock.