Lodestone Wealth Management LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1950158 SPOKANE, WA

Position in PG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$248,994

+$6,769 QoQ

Shares Held

1,698

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#3,547

of 4,000 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $539,687 across 5 Household & Personal Products names. PG ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	1,698	$248,994
2	KMB	Kimberly Clark Corp	1,996	$219,100
3	CL	Colgate Palmolive Co	577	$52,899
4	UL	Unilever PLC	261	$15,691
5	CHD	Church & Dwight Co Inc /De/	31	$3,003

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,994	1,698	+1.3%	Shares	Sole	2026-07-24
2026-03-31	$242,225	1,677	-0.1%	Shares	Sole	2026-05-01
2025-12-31	$240,473	1,678	+0.6%	Shares	Sole	2026-01-15
2025-09-30	$256,288	1,668	+56.2%	Shares	Sole	2025-10-24
2025-06-30	$170,153	1,068	-34.5%	Shares	Sole	2025-08-12
2025-03-31	$277,954	1,631	+0.6%	Shares	Other	2025-04-28
2024-12-31	$271,760	1,621	0.0%	Shares	Other	2025-01-30
2024-09-30	$280,757	1,621	-7.1%	Shares	Other	2024-10-29
2024-06-30	$287,785	1,745	+1.7%	Shares	Other	2024-07-16
2024-03-31	$278,420	1,716	-5.0%	Shares	Sole	2024-04-30
2023-12-31	$264,797	1,807	+0.6%	Shares	Other	2024-01-25
2023-09-30	$262,109	1,797	+1.3%	Shares	Sole	2023-10-20
2023-06-30	$269,186	1,774	+5.0%	Shares	Sole	2023-07-25
2022-12-31	$255,984	1,689	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.