Modern Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2001900 KANSAS CITY, MO

Position in PG

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

Position Value

$10,854,437

+$1,550,771 QoQ

Shares Held

74,021

+14.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#719

of 3,996 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Consumer Defensive · as of Jun 30, 2026

Modern Wealth Management, LLC holds $13,768,219 across 6 Household & Personal Products names. PG ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	74,021	$10,854,437
2	UL	Unilever PLC	12,585	$756,606
3	KMB	Kimberly Clark Corp	5,290	$580,680
4	CL	Colgate Palmolive Co	6,164	$565,113
5	CHD	Church & Dwight Co Inc /De/	5,467	$529,641
6	KVUE	Kenvue Inc.	25,209	$481,742

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,854,437	74,021	+14.9%	Shares	Other	2026-08-14
2026-03-31	$9,303,666	64,412	+3.1%	Shares	Other	2026-05-14
2025-12-31	$8,953,862	62,479	+2.4%	Shares	Other	2026-02-17
2025-09-30	$9,374,645	61,013	-0.1%	Shares	Other	2025-11-12
2025-06-30	$9,734,609	61,101	-5.5%	Shares	Other	2025-11-12
2025-03-31	$11,013,561	64,626	+15.1%	Shares	Other	2025-06-02
2024-12-31	$9,412,876	56,146	+28.5%	Shares	Other	2025-05-30
2024-09-30	$7,567,973	43,695	+1.0%	Shares	Other	2025-05-30
2024-06-30	$7,136,911	43,275	+3.3%	Shares	Other	2025-05-29
2024-03-31	$6,794,867	41,879	+7.6%	Shares	Other	2025-05-29
2023-12-31	$5,701,578	38,908	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.