National Wealth Management Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1977723 CINCINNATI, OH

Position in PG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,421,528

-$18,683 QoQ

Shares Held

9,694

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,969

of 4,003 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

National Wealth Management Group, LLC holds $1,653,570 across 2 Household & Personal Products names. PG ranks #1 (86.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	9,694	$1,421,528
2	CL	Colgate Palmolive Co	2,531	$232,042

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,421,528	9,694	-2.8%	Shares	Sole	2026-07-14
2026-03-31	$1,440,211	9,971	-2.4%	Shares	Sole	2026-05-11
2025-12-31	$1,463,481	10,212	-0.2%	Shares	Sole	2026-01-12
2025-09-30	$1,572,915	10,237	+7.4%	Shares	Sole	2025-10-31
2025-06-30	$1,518,478	9,531	-2.5%	Shares	Sole	2025-09-25
2025-03-31	$1,666,196	9,777	+5.5%	Shares	Sole	2025-05-15
2024-12-31	$1,553,277	9,265	+2.9%	Shares	Sole	2025-02-12
2024-09-30	$1,560,185	9,008	-8.1%	Shares	Sole	2024-11-13
2024-06-30	$1,616,710	9,803	-16.0%	Shares	Sole	2024-08-09
2024-03-31	$1,893,457	11,670	+2.8%	Shares	Sole	2024-05-17
2023-12-31	$1,662,789	11,347	+2.1%	Shares	Sole	2024-02-01
2023-09-30	$1,621,379	11,116	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$1,688,410	11,127	+7.2%	Shares	Sole	2023-08-10
2023-03-31	$1,543,402	10,380	-13.9%	Shares	Sole	2023-05-16
2022-12-31	$1,827,965	12,061	+17.5%	Shares	Sole	2023-11-17
2022-09-30	$1,295,830	10,264	+1.1%	Shares	Sole	2023-11-17
2022-06-30	$1,459,180	10,148	-34.9%	Shares	Sole	2023-11-17
2022-03-31	$2,382,916	15,595	+9.6%	Shares	Sole	2023-11-17
2021-12-31	$2,327,906	14,231	—	Shares	Sole	2023-11-17
No filing history on record for this holder in this stock.