Balboa Wealth Partners

Position in PG — PROCTER & GAMBLE Co

CIK 1929008 SCOTTSDALE, AZ

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$834,088

-$1,786 QoQ

Shares Held

5,688

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,450

of 3,996 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Balboa Wealth Partners holds $1,074,289 across 2 Household & Personal Products names. PG ranks #1 (77.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	5,688	$834,088
2	CL	Colgate Palmolive Co	2,620	$240,201

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$834,088	5,688	-1.7%	Shares	Sole	2026-08-10
2026-03-31	$835,874	5,787	-17.6%	Shares	Sole	2026-04-16
2025-12-31	$1,006,752	7,025	+14.7%	Shares	Sole	2026-01-16
2025-09-30	$940,952	6,124	-4.8%	Shares	Sole	2025-11-06
2025-06-30	$1,024,586	6,431	+16.6%	Shares	Sole	2025-07-29
2025-03-31	$940,036	5,516	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$923,248	5,507	-4.0%	Shares	Sole	2025-02-10
2024-09-30	$993,128	5,734	-7.3%	Shares	Sole	2024-11-06
2024-06-30	$1,020,524	6,188	+23.5%	Shares	Sole	2024-08-13
2024-03-31	$813,034	5,011	+2.4%	Shares	Defined	2024-05-13
2023-12-31	$716,873	4,892	+3.4%	Shares	Defined	2024-02-09
2023-09-30	$689,771	4,729	0.0%	Shares	Defined	2023-10-23
2023-06-30	$717,578	4,729	-9.0%	Shares	Defined	2023-08-08
2023-03-31	$773,039	5,199	-9.2%	Shares	Sole	2023-05-12
2022-12-31	$867,681	5,725	+0.1%	Shares	Defined	2023-02-14
2022-09-30	$722,402	5,722	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.