Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,507
+$14,325 QoQ
Shares Held
1,456
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,689
of 3,996 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $369,917 across 16 Household & Personal Products names. PG ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,456 | $213,507 | |
| 2 | UL |
Unilever PLC
|
1,015 | $61,021 | |
| 3 | CL |
Colgate Palmolive Co
|
558 | $51,156 | |
| 4 | KMB |
Kimberly Clark Corp
|
115 | $12,623 | |
| 5 | KVUE |
Kenvue Inc.
|
581 | $11,102 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
86 | $7,374 | |
| 7 | CLX |
Clorox Co /De/
|
36 | $3,435 | |
| 8 | NWL |
Newell Brands Inc.
|
372 | $2,284 |
All Filings in PG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,507 | 1,456 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $199,182 | 1,379 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $209,577 | 1,364 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $207,886 | 1,240 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $228,249 | 1,384 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $214,819 | 1,324 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||