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Simplicity Wealth,LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1913243 SUMMIT, NJ

Position in PG

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$7,625,709
+$753,278 QoQ
Shares Held
52,795
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Mar 31, 2026

Simplicity Wealth,LLC holds $10,979,089 across 6 Household & Personal Products names. PG ranks #1 (69.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
52,795 $7,625,709

All Filings in PG

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17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,625,709 52,795
2025-12-31 $6,872,431 47,955
2025-09-30 $7,780,836 50,640
2025-06-30 $16,544,426 103,844
2025-03-31 $9,638,273 56,556
2024-12-31 $2,644,678 15,775
2024-09-30 $5,459,264 31,520
2024-06-30 $18,647,174 113,068
2024-03-31 $17,707,640 109,138
2023-12-31 $1,390,518 9,489
2023-09-30 $862,032 5,910
2023-06-30 $775,543 5,111
2023-03-31 $750,587 5,048
2022-12-31 $781,291 5,155
2022-09-30 $620,140 4,912
2022-06-30 $689,904 4,798
2022-03-31 $733,134 4,798