Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$856,084
+$47,943 QoQ
Shares Held
5,838
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,424
of 4,003 holders
Holding Since
Dec 2025
3 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, 2026Center for Wealth Management Advisory holds $1,703,757 across 2 Household & Personal Products names. PG ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
5,838 | $856,084 | |
| 2 | CL |
Colgate Palmolive Co
|
9,246 | $847,673 |
All Filings in PG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,084 | 5,838 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $808,141 | 5,595 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $829,764 | 5,790 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||