Stone Summit Wealth LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1908192 Miami, FL

Position in PG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$473,940

-$1,556 QoQ

Shares Held

3,232

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,955

of 3,996 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Stone Summit Wealth LLC holds $759,156 across 2 Household & Personal Products names. PG ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	3,232	$473,940
2	CL	Colgate Palmolive Co	3,111	$285,216

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,940	3,232	-1.8%	Shares	Sole	2026-07-23
2026-03-31	$475,496	3,292	-4.2%	Shares	Sole	2026-04-23
2025-12-31	$492,556	3,437	-1.0%	Shares	Sole	2026-01-27
2025-09-30	$533,165	3,470	+23.3%	Shares	Sole	2025-10-22
2025-06-30	$448,485	2,815	-7.1%	Shares	Sole	2025-07-17
2025-03-31	$516,372	3,030	-9.0%	Shares	Sole	2025-04-24
2024-12-31	$558,274	3,330	-11.9%	Shares	Sole	2025-01-28
2024-09-30	$654,696	3,780	-4.4%	Shares	Sole	2024-10-31
2024-06-30	$652,093	3,954	-8.3%	Shares	Sole	2024-07-30
2024-03-31	$699,784	4,313	-0.0%	Shares	Sole	2024-05-01
2023-12-31	$632,173	4,314	0.0%	Shares	Sole	2024-01-26
2023-09-30	$629,240	4,314	-4.4%	Shares	Sole	2023-10-25
2023-06-30	$684,954	4,514	+4.6%	Shares	Sole	2023-07-25
2023-03-31	$641,448	4,314	-5.5%	Shares	Sole	2023-04-20
2022-12-31	$691,719	4,564	+14.8%	Shares	Sole	2023-01-20
2022-09-30	$501,717	3,974	0.0%	Shares	Sole	2022-11-03
2022-06-30	$571,421	3,974	+82.8%	Shares	Sole	2022-07-19
2022-03-31	$332,187	2,174	+5.1%	Shares	Sole	2022-04-29
2021-12-31	$338,283	2,068	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.