Alvarez & Marsal Private Wealth Partners, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 2109121
WEST PALM BEACH, FL
Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$420,710
+$13,101 QoQ
Shares Held
2,869
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,054
of 4,001 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $690,588 across 2 Household & Personal Products names. PG ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,869 | $420,710 | |
| 2 | UL |
Unilever PLC
|
4,489 | $269,878 |
All Filings in PG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,710 | 2,869 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $407,609 | 2,822 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $50,158 | 350 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||