Partnership Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2010656 TOWSON, MD

Position in PG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$891,277

-$62 QoQ

Shares Held

6,078

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#2,383

of 3,996 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Partnership Wealth Management, LLC holds $2,747,548 across 3 Household & Personal Products names. PG ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	17,254	$1,581,846
2	PG	PROCTER & GAMBLE Co This page	6,078	$891,277
3	KMB	Kimberly Clark Corp	2,500	$274,425

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$891,277	6,078	-1.5%	Shares	Sole	2026-07-10
2026-03-31	$891,339	6,171	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$883,649	6,166	+0.1%	Shares	Sole	2026-01-09
2025-09-30	$946,484	6,160	-8.4%	Shares	Sole	2025-10-08
2025-06-30	$1,071,108	6,723	+0.1%	Shares	Sole	2025-07-08
2025-03-31	$1,144,199	6,714	+0.1%	Shares	Sole	2025-04-07
2024-12-31	$1,124,093	6,705	-0.6%	Shares	Sole	2025-01-08
2024-09-30	$1,168,407	6,746	+0.1%	Shares	Sole	2024-10-08
2024-06-30	$1,111,230	6,738	+3.2%	Shares	Sole	2024-07-03
2024-03-31	$1,059,654	6,531	-1.2%	Shares	Sole	2024-04-10
2023-12-31	$968,775	6,611	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.