Beverly Hills Private Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1965710 BEVERLY HILLS, CA

Position in PG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$265,564

-$5,260 QoQ

Shares Held

1,811

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,483

of 4,003 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $569,078 across 2 Household & Personal Products names. PG ranks #2 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KMB	Kimberly Clark Corp	2,765	$303,514
2	PG	PROCTER & GAMBLE Co This page	1,811	$265,564

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,564	1,811	-3.4%	Shares	Sole	2026-08-07
2026-03-31	$270,824	1,875	-38.5%	Shares	Sole	2026-05-04
2025-12-31	$437,095	3,050	-1.1%	Shares	Sole	2026-02-17
2025-09-30	$473,701	3,083	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$492,616	3,092	-4.6%	Shares	Sole	2025-07-29
2025-03-31	$552,501	3,242	+6.7%	Shares	Sole	2025-04-30
2024-12-31	$509,487	3,039	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$527,566	3,046	-14.0%	Shares	Sole	2024-11-12
2024-06-30	$584,309	3,543	-3.0%	Shares	Sole	2024-08-08
2024-03-31	$592,373	3,651	-20.7%	Shares	Sole	2024-05-09
2023-12-31	$674,375	4,602	+14.2%	Shares	Sole	2024-01-30
2023-09-30	$587,813	4,030	-1.7%	Shares	Sole	2023-11-08
2023-06-30	$622,285	4,101	+2.0%	Shares	Sole	2023-08-10
2023-03-31	$597,882	4,021	+184.2%	Shares	Sole	2023-05-04
2022-12-31	$214,457	1,415	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.