Private Wealth Management Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2011342 PRINCETON, NJ

Position in PG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$551,073

+$42,500 QoQ

Shares Held

3,758

+6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#2,837

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

Private Wealth Management Group, LLC holds $752,883 across 12 Household & Personal Products names. PG ranks #1 (73.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	3,758	$551,073
2	KVUE	Kenvue Inc.	5,011	$95,760
3	KMB	Kimberly Clark Corp	507	$55,653
4	CL	Colgate Palmolive Co	296	$27,137
5	EL	Estee Lauder Companies Inc	96	$7,579
6	CLX	Clorox Co /De/	48	$4,581
7	ELF	e.l.f. Beauty, Inc.	54	$3,996
8	SPB	Spectrum Brands Holdings, Inc.	42	$3,601

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,073	3,758	+6.7%	Shares	Sole	2026-07-27
2026-03-31	$508,573	3,521	+5.4%	Shares	Sole	2026-04-23
2025-12-31	$478,942	3,342	-6.0%	Shares	Sole	2026-01-23
2025-09-30	$546,225	3,555	-1.1%	Shares	Sole	2025-10-17
2025-06-30	$572,914	3,596	-2.1%	Shares	Sole	2025-07-29
2025-03-31	$625,782	3,672	-0.7%	Shares	Sole	2025-05-02
2024-12-31	$620,137	3,699	-5.3%	Shares	Sole	2025-01-27
2024-09-30	$676,519	3,906	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$642,858	3,898	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$633,099	3,902	-2.8%	Shares	Sole	2024-04-30
2023-12-31	$588,358	4,015	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.