Paragon Private Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1922684 LEXINGTON, KY

Position in PG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,687,092

-$52,542 QoQ

Shares Held

11,505

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,837

of 4,003 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Consumer Defensive · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $1,919,696 across 2 Household & Personal Products names. PG ranks #1 (87.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	11,505	$1,687,092
2	UL	Unilever PLC	3,869	$232,604

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,687,092	11,505	-4.5%	Shares	Sole	2026-07-28
2026-03-31	$1,739,634	12,044	+5.2%	Shares	Defined	2026-05-19
2025-12-31	$1,640,612	11,448	-16.6%	Shares	Sole	2026-02-11
2025-09-30	$2,108,846	13,725	+7.7%	Shares	Sole	2025-11-03
2025-06-30	$2,030,851	12,747	-2.9%	Shares	Defined	2025-08-14
2025-03-31	$2,236,761	13,125	-3.5%	Shares	Defined	2025-05-15
2024-12-31	$2,281,045	13,606	+9.7%	Shares	Sole	2025-02-07
2024-09-30	$2,149,065	12,408	+9.7%	Shares	Sole	2024-11-07
2024-06-30	$1,865,739	11,313	-2.7%	Shares	Sole	2024-08-12
2024-03-31	$1,887,292	11,632	+3.3%	Shares	Sole	2024-05-13
2023-12-31	$1,649,600	11,257	+5.7%	Shares	Sole	2024-02-09
2023-09-30	$1,553,554	10,651	+4.7%	Shares	Sole	2023-11-13
2023-06-30	$1,543,651	10,173	+3.6%	Shares	Sole	2023-08-03
2023-03-31	$1,459,838	9,818	+10.7%	Shares	Sole	2023-04-17
2022-12-31	$1,344,337	8,870	+12.2%	Shares	Sole	2023-02-13
2022-09-30	$998,258	7,907	+38.7%	Shares	Sole	2022-11-02
2022-06-30	$819,746	5,701	+48.7%	Shares	Sole	2022-07-18
2022-03-31	$585,835	3,834	+1.3%	Shares	Sole	2022-06-13
2021-12-31	$619,313	3,786	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.