Position in PG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$170,835
-$29,069 QoQ
Shares Held
1,165
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,784
of 4,003 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $368,509 across 2 Household & Personal Products names. PG ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
|
3,288 | $197,674 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
1,165 | $170,835 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,835 | 1,165 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $199,904 | 1,384 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $221,413 | 1,545 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||