Position in PG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$240,492
-$190,468 QoQ
Shares Held
1,665
-38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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 Mar 31, 2026Talon Private Wealth, LLC holds $1,299,389 across 2 Household & Personal Products names. PG ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
12,424 | $1,058,897 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
1,665 | $240,492 |
All Filings in PG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,492 | 1,665 | Shares | Defined | 2026-05-18 | |
| 2025-06-30 | $430,960 | 2,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $381,911 | 2,241 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,347 | 14 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $7,620 | 44 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||