Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,384,134
-$43,274 QoQ
Shares Held
9,439
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,978
of 3,996 holders
Holding Since
Dec 2022
13 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, 2026Compass Wealth Management LLC holds $2,487,215 across 3 Household & Personal Products names. PG ranks #1 (55.6% of the industry book) .
All Filings in PG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,134 | 9,439 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $1,427,408 | 9,290 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,519,912 | 9,540 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,627,170 | 9,548 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,600,722 | 9,548 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,653,713 | 9,548 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,610,113 | 9,763 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,598,487 | 9,852 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,469,356 | 10,027 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,477,124 | 10,127 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,543,499 | 10,172 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,513,812 | 10,181 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,558,188 | 10,281 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||