Endowment Wealth Management, Inc.

Endowment

Position in PG — PROCTER & GAMBLE Co

CIK 1904477 APPLETON, WI

Position in PG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$222,599

+$3,773 QoQ

Shares Held

1,518

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#3,660

of 4,003 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Endowment Wealth Management, Inc. holds $538,297 across 2 Household & Personal Products names. PG ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KMB	Kimberly Clark Corp	2,876	$315,698
2	PG	PROCTER & GAMBLE Co This page	1,518	$222,599

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,599	1,518	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$218,826	1,515	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$217,544	1,518	+12.1%	Shares	Sole	2026-02-09
2025-09-30	$208,042	1,354	-3.6%	Shares	Sole	2025-11-06
2025-06-30	$223,685	1,404	-2.6%	Shares	Sole	2025-07-25
2025-03-31	$245,575	1,441	+0.8%	Shares	Sole	2025-05-09
2024-12-31	$239,571	1,429	+4.0%	Shares	Sole	2025-02-07
2024-09-30	$237,976	1,374	-0.4%	Shares	Sole	2024-11-06
2024-06-30	$227,589	1,380	+0.7%	Shares	Sole	2024-08-01
2024-03-31	$222,282	1,370	+3.3%	Shares	Sole	2024-05-08
2023-06-30	$201,207	1,326	-1.7%	Shares	Sole	2023-08-10
2023-03-31	$200,582	1,349	+1.4%	Shares	Sole	2023-05-10
2022-12-31	$201,726	1,331	+0.2%	Shares	Sole	2023-02-13
2022-03-31	$202,918	1,328	+1.5%	Shares	Sole	2022-05-04
2021-12-31	$214,126	1,309	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.