Position in PG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$524,317
-$63,397 QoQ
Shares Held
3,630
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $559,814 across 4 Household & Personal Products names. PG ranks #1 (93.7% of the industry book) .
All Filings in PG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,317 | 3,630 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $587,714 | 4,101 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $567,122 | 3,691 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $587,572 | 3,688 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $647,425 | 3,799 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $629,693 | 3,756 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $648,980 | 3,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $617,625 | 3,745 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $606,490 | 3,738 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $564,618 | 3,853 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $566,520 | 3,884 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $589,054 | 3,882 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||