PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in PG — PROCTER & GAMBLE Co

CIK 2145782 WALTHAM, MA

Position in PG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$289,760

-$8,941 QoQ

Shares Held

1,976

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#3,401

of 4,003 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $331,106 across 3 Household & Personal Products names. PG ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	1,976	$289,760
2	KMB	Kimberly Clark Corp	376	$41,273
3	NWL	Newell Brands Inc.	12	$73

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,760	1,976	-4.4%	Shares	Sole	2026-08-07
2026-03-31	$298,701	2,068	-3.5%	Shares	Sole	2026-08-07
2025-12-31	$306,970	2,142	+0.5%	Shares	Sole	2026-08-07
2025-09-30	$327,428	2,131	-2.2%	Shares	Sole	2026-08-07
2025-06-30	$347,317	2,180	+0.0%	Shares	Sole	2026-08-07
2025-03-31	$371,345	2,179	-8.3%	Shares	Sole	2026-08-07
2024-12-31	$398,504	2,377	+153.7%	Shares	Sole	2026-08-07
2024-09-30	$162,288	937	-3.9%	Shares	Sole	2026-08-07
2024-06-30	$160,797	975	+0.1%	Shares	Sole	2026-08-07
2024-03-31	$158,031	974	+0.1%	Shares	Sole	2026-08-07
2023-12-31	$142,583	973	0.0%	Shares	Sole	2026-08-07
2023-09-30	$141,921	973	+0.1%	Shares	Sole	2026-08-07
2023-06-30	$147,491	972	-13.3%	Shares	Sole	2026-08-07
2023-03-31	$166,681	1,121	+3.7%	Shares	Sole	2026-08-07
2022-12-31	$163,836	1,081	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.