Position in PG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$252,220
+$11,006 QoQ
Shares Held
1,720
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#3,539
of 4,003 holders
Holding Since
Dec 2024
7 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, 2026Meriwether Wealth & Planning, LLC holds $1,245,462 across 2 Household & Personal Products names. PG ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
|
16,521 | $993,242 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
1,720 | $252,220 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,220 | 1,720 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $241,214 | 1,670 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $249,216 | 1,739 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $265,046 | 1,725 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $290,281 | 1,822 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $310,164 | 1,820 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $337,144 | 2,011 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||