Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$562,804
-$102,197 QoQ
Shares Held
3,838
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,817
of 4,003 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026ALLEN WEALTH MANAGEMENT, LLC holds $3,128,372 across 3 Household & Personal Products names. PG ranks #3 (18.0% of the industry book) .
All Filings in PG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,804 | 3,838 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $665,001 | 4,604 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $674,130 | 4,704 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $682,052 | 4,439 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $739,085 | 4,639 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $790,578 | 4,639 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $777,896 | 4,640 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $886,610 | 5,119 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $886,280 | 5,374 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $841,915 | 5,189 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $699,728 | 4,775 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||