Position in PG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$259,846
-$4,479 QoQ
Shares Held
1,772
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,197
of 1,372 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, 2026True Wealth Design, LLC holds $639,334 across 17 Household & Personal Products names. PG ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,772 | $259,846 | |
| 2 | CL |
Colgate Palmolive Co
|
1,409 | $129,177 | |
| 3 | UL |
Unilever PLC
|
1,083 | $65,109 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
515 | $49,893 | |
| 5 | CLX |
Clorox Co /De/
|
345 | $32,926 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
299 | $25,639 | |
| 7 | KMB |
Kimberly Clark Corp
|
157 | $17,233 | |
| 8 | NWL |
Newell Brands Inc.
|
2,698 | $16,565 |
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,846 | 1,772 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $264,325 | 1,830 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $105,332 | 735 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $241,537 | 1,572 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $177,960 | 1,117 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $182,349 | 1,070 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $165,638 | 988 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $165,925 | 958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $155,684 | 944 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $151,866 | 936 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $111,956 | 764 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $111,437 | 764 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $127,765 | 842 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,196 | 842 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $115,791 | 764 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||