Position in PG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,332
+$237 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Bernard Wealth Management Corp. holds $113,151 across 4 Household & Personal Products names. PG ranks #3 (26.8% of the industry book) .
All Filings in PG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,332 | 210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,095 | 210 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $32,266 | 210 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $33,457 | 210 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $63,907 | 375 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $79,130 | 472 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||