Position in PG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$212,037
+$1,945 QoQ
Shares Held
1,468
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026SMART Wealth LLC holds $291,760 across 2 Household & Personal Products names. PG ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,468 | $212,037 | |
| 2 | EWCZ |
European Wax Center, Inc.
|
13,793 | $79,723 |
All Filings in PG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,037 | 1,468 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $210,092 | 1,466 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $223,099 | 1,452 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $228,146 | 1,432 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $277,955 | 1,631 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $358,938 | 2,141 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $441,833 | 2,551 | Shares | Sole | 2024-12-16 | |
| 2024-06-30 | $500,367 | 3,034 | Shares | Sole | 2024-12-16 | |
| 2024-03-31 | $427,853 | 2,637 | Shares | Sole | 2024-12-16 | |
| 2023-12-31 | $308,759 | 2,107 | Shares | Sole | 2024-12-16 | |
| 2023-09-30 | $268,382 | 1,840 | Shares | Sole | 2024-12-16 | |
| 2023-06-30 | $269,490 | 1,776 | Shares | Sole | 2024-12-16 | |
| 2023-03-31 | $236,714 | 1,592 | Shares | Sole | 2024-12-16 | |
| 2022-12-31 | $232,644 | 1,535 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||