SEC 13F Intelligence

Hfr Wealth Management, LLC / PG

Hfr Wealth Management, LLC’s Procter & Gamble Co Position

Does Hfr Wealth Management, LLC own Procter & Gamble Co (PG)? Yes100.2K shares worth $14M (+3.55% of its 13F portfolio) as of Q1 2026, down from 102.3K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
100.2K
% of Portfolio
+3.55%
Quarters Held
20
currently held

Position History PG

Reported value by quarter
Q2 ’21: $9MQ2 ’21Q3 ’21: $10MQ4 ’21: $12MQ1 ’22: $11MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $10,754Q4 ’22Q1 ’23: $10,521Q2 ’23: $10,423Q3 ’23: $9,895Q3 ’23Q4 ’23: $10,080Q1 ’24: $11MQ2 ’24: $11MQ2 ’24Q3 ’24: $12MQ4 ’24: $12MQ1 ’25: $12MQ1 ’25Q2 ’25: $11MQ3 ’25: $11MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.2K$14M+3.55%
Q4 2025102.3K$15M+3.46%
Q3 202571.8K$11M+2.53%
Q2 202571.1K$11M+2.74%
Q1 202570.4K$12M+2.92%
Q4 202469.9K$12M+2.89%
Q3 202470.4K$12M+2.96%
Q2 202469.6K$11M+2.92%
Q1 202469.2K$11M+2.84%
Q4 202368.8K$10,080+2.73%
Q3 202367.8K$9,895+2.90%
Q2 202368.7K$10,423+2.90%
Q1 202370.8K$10,521+2.99%
Q4 202271.0K$10,754+3.12%
Q3 202271.0K$9M+2.92%
Q2 202272.2K$10M+3.13%
Q1 202272.2K$11M+2.92%
Q4 202171.9K$12M+2.95%
Q3 202170.1K$10M+2.85%
Q2 202168.2K$9M+2.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of PG.