Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,010,642
+$105,437 QoQ
Shares Held
6,892
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#2,271
of 4,003 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Phillips Wealth Planners LLC holds $1,549,016 across 2 Household & Personal Products names. PG ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,892 | $1,010,642 | |
| 2 | UL |
Unilever PLC
|
8,955 | $538,374 |
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,642 | 6,892 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $905,205 | 6,267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $697,059 | 4,864 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,032,528 | 6,720 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,074,932 | 6,747 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,117,273 | 6,556 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,042,280 | 6,217 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,013,046 | 5,849 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $935,591 | 5,673 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $802,001 | 4,943 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $795,126 | 5,426 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $796,103 | 5,458 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $811,809 | 5,350 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $840,544 | 5,653 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $856,465 | 5,651 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||