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Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Defined Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
2,184
Value
$320.3K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of PG by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,184$320.3K0.2%+593+37.3%AddedHolders
Q1 20261,591$229.8K0.1%+125+8.5%AddedHolders
Q4 20251,466$210.1K0.1%+1,466NewHolders