SEC 13F Intelligence

Buck Wealth Strategies, LLC / PG

Buck Wealth Strategies, LLC’s Procter & Gamble Co Position

Does Buck Wealth Strategies, LLC own Procter & Gamble Co (PG)? Yes — 82.4K shares worth $12M (+1.47% of its 13F portfolio) as of Q1 2026, up from 78.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
82.4K
% of Portfolio
+1.47%
Quarters Held
10
currently held

Position History PG

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $6MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $10MQ4 ’25: $11MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.4K$12M+1.47%
Q4 202578.7K$11M+1.43%
Q3 202565.7K$10M+1.38%
Q2 202563.8K$10M+1.55%
Q1 202556.7K$10M+1.76%
Q4 202450.9K$9M+1.77%
Q3 202437.2K$6M+2.03%
Q2 202441.8K$7M+2.03%
Q4 202346.9K$7M+2.55%
Q3 202339.0K$6M+2.29%

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