Position in PG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$285,654
New position
Shares Held
1,948
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#3,417
of 4,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026North Berkeley Wealth Management, LLC holds $535,802 across 2 Household & Personal Products names. PG ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,948 | $285,654 | |
| 2 | CLX |
Clorox Co /De/
|
2,621 | $250,148 |
All Filings in PG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,654 | 1,948 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||