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Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Stone Point Wealth 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)
3,232
Value
$473.9K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of PG by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,232$473.9K0.1%−60−1.8%ReducedHolders
Q1 20263,292$475.5K0.1%−145−4.2%ReducedHolders
Q4 20253,437$492.6K0.1%−33−1.0%ReducedHolders
Q3 20253,470$533.2K0.2%+655+23.3%AddedHolders
Q2 20252,815$448.5K0.1%−215−7.1%ReducedHolders
Q1 20253,030$516.4K0.2%−300−9.0%ReducedHolders
Q4 20243,330$558.3K0.2%−450−11.9%ReducedHolders
Q3 20243,780$654.7K0.2%−174−4.4%ReducedHolders
Q2 20243,954$652.1K0.2%−359−8.3%ReducedHolders
Q1 20244,313$699.8K0.2%−10.0%ReducedHolders
Q4 20234,314$632.2K0.2%00.0%UnchangedHolders
Q3 20234,314$629.2K0.3%−200−4.4%ReducedHolders
Q2 20234,514$685.0K0.3%+200+4.6%AddedHolders
Q1 20234,314$641.4K0.3%−250−5.5%ReducedHolders
Q4 20224,564$691.7K0.3%+590+14.8%AddedHolders
Q3 20223,974$502.0K0.3%00.0%UnchangedHolders
Q2 20223,974$571.0K0.3%+1,800+82.8%AddedHolders
Q1 20222,174$338.0K0.2%+106+5.1%AddedHolders
Q4 20212,068$338.0K0.3%–No prior filingHolders