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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Vertrix 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)
28,518
Value
$4.18M
% of portfolio
1.4%
Quarters held
2
Since Q1 2026
Holdings of PG by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,518$4.18M1.4%+612+2.2%AddedHolders
Q1 202627,906$4.03M1.5%–No prior filingHolders