Three Bridge Wealth Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1950962 LOS ALTOS, CA

Position in PG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$951,400

+$11,241 QoQ

Shares Held

6,488

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#2,335

of 4,003 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Three Bridge Wealth Advisors, LLC holds $3,120,529 across 2 Household & Personal Products names. PG ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UL	Unilever PLC	36,080	$2,169,129
2	PG	PROCTER & GAMBLE Co This page	6,488	$951,400

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$951,400	6,488	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$940,159	6,509	+85.8%	Shares	Sole	2026-05-12
2025-12-31	$502,014	3,503	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$541,308	3,523	-15.6%	Shares	Sole	2025-10-21
2025-06-30	$665,161	4,175	+54.3%	Shares	Sole	2025-07-22
2025-03-31	$460,986	2,705	+3.1%	Shares	Sole	2025-05-06
2024-12-31	$439,913	2,624	+18.7%	Shares	Sole	2025-01-29
2024-09-30	$382,945	2,211	-28.6%	Shares	Sole	2024-11-13
2024-06-30	$510,427	3,095	-13.9%	Shares	Sole	2024-08-14
2024-03-31	$583,451	3,596	-7.9%	Shares	Sole	2024-05-14
2023-12-31	$572,092	3,904	-6.0%	Shares	Sole	2024-02-08
2023-09-30	$605,756	4,153	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$635,335	4,187	-6.2%	Shares	Sole	2023-07-28
2023-03-31	$663,900	4,465	+21.1%	Shares	Sole	2023-05-11
2022-12-31	$558,953	3,688	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$469,776	3,721	-3.2%	Shares	Sole	2022-11-10
2022-06-30	$552,872	3,845	-8.1%	Shares	Sole	2022-11-10
2022-03-31	$639,162	4,183	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.