Caliber Wealth Management, LLC / KS
Position in PG — PROCTER & GAMBLE Co
CIK 2067120
Overland Park, KS
Position in PG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$288,880
-$19,932 QoQ
Shares Held
1,970
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,403
of 4,000 holders
Holding Since
Mar 2025
5 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, 2026Caliber Wealth Management, LLC / KS holds $918,907 across 3 Household & Personal Products names. PG ranks #2 (31.4% of the industry book) .
All Filings in PG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,880 | 1,970 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $308,812 | 2,138 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $205,430 | 1,337 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,835,577 | 17,798 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,227,048 | 13,068 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||