Smallwood Wealth Investment Management, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1921304
RED BANK, NJ
Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,223,857
+$4,639 QoQ
Shares Held
8,346
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#2,092
of 4,003 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $1,711,903 across 5 Household & Personal Products names. PG ranks #1 (71.5% of the industry book) .
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,857 | 8,346 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,219,218 | 8,441 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,224,727 | 8,546 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,324,002 | 8,617 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,373,657 | 8,622 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,466,804 | 8,607 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,442,963 | 8,607 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,495,928 | 8,637 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,432,660 | 8,687 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,579,341 | 9,734 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,393,448 | 9,509 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,386,982 | 9,509 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,429,390 | 9,420 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,400,362 | 9,418 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,428,604 | 9,426 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,190,790 | 9,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,354,645 | 9,421 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,436,320 | 9,400 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,850,907 | 11,315 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||