Commonwealth Retirement Investments LLC
PensionPosition in PG — PROCTER & GAMBLE Co
CIK 1963787
RICHMOND, VA
Position in PG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,782,940
+$7,654,473 QoQ
Shares Held
66,714
+352.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#773
of 4,003 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$214,965
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $10,084,862 across 3 Household & Personal Products names. PG ranks #1 (97.0% of the industry book) .
All Filings in PG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,782,940 | 66,714 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,128,467 | 14,736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,143,917 | 14,960 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $214,965 | 1,500 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $2,320,422 | 15,102 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $230,475 | 1,500 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $2,454,961 | 15,409 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,102,374 | 29,940 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,922,371 | 29,361 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,965,470 | 28,669 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,674,822 | 28,346 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,396,812 | 27,099 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,898,403 | 26,603 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,855,403 | 40,144 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,007,386 | 39,590 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,845,301 | 39,312 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,922,661 | 39,078 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||