Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$625,419
+$15,594 QoQ
Shares Held
4,265
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,709
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, 2026LMG Wealth Partners, LLC holds $1,925,973 across 2 Household & Personal Products names. PG ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
11,848 | $1,300,554 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
4,265 | $625,419 |
All Filings in PG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,419 | 4,265 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $609,825 | 4,222 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $605,054 | 4,222 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,931,949 | 19,082 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,926,708 | 18,370 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,059,379 | 17,952 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,993,726 | 17,857 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,982,330 | 17,219 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,839,757 | 17,219 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,789,564 | 17,193 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,434,615 | 16,614 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,423,318 | 16,614 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,396,126 | 15,791 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,337,555 | 15,721 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,244,148 | 14,807 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||