SEC 13F Intelligence

Kw Wealth Management LLC / PG

Kw Wealth Management LLC’s Procter & Gamble Co Position

Does Kw Wealth Management LLC own Procter & Gamble Co (PG)? Not currently — the last reported position was 4.7K shares worth $673,217 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$673,217
Q4 2025
Shares
4.7K
% of Portfolio
+1.02%
Quarters Held
2
position exited

Position History PG

Reported value by quarter
Q3 ’25: $737,911Q3 ’25Q4 ’25: $673,217Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20254.7K$673,217+1.02%
Q3 20254.8K$737,911+1.26%

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