Bradley & Co. Private Wealth Management, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1861678
MIAMI, FL
Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$118,484
+$1,778 QoQ
Shares Held
808
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,826
of 3,996 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Bradley & Co. Private Wealth Management, LLC holds $196,045 across 2 Household & Personal Products names. PG ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
808 | $118,484 | |
| 2 | CL |
Colgate Palmolive Co
|
846 | $77,561 |
All Filings in PG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,484 | 808 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $116,706 | 808 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $115,794 | 808 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $124,149 | 808 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $128,730 | 808 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $137,699 | 808 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $135,461 | 808 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $133,255 | 808 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $131,098 | 808 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $118,404 | 808 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $117,854 | 808 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $122,150 | 805 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $117,465 | 790 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $119,732 | 790 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $99,737 | 790 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $113,594 | 790 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $116,739 | 764 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $126,283 | 772 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $107,925 | 772 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $104,165 | 772 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $104,551 | 772 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||