The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership70,389 shares
Latest Disclosed Value $ 10,166,963
Wealthspire Advisors, LLC reports 9.95% decrease in ownership of PG / The Procter & Gamble Company

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 70,389 shares of The Procter & Gamble Company (MX:PG) valued at $10,166,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 78,163 shares of The Procter & Gamble Company. This represents a change in shares of -9.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F PROCTER & GAMBLE COM 742718109 70,389 -7,774 -9.95 10,167 -9.24 0.0798
2026-02-12 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 78,163 -63,525 -44.83 11,202 -48.55 0.0891
2025-11-14 2025-09-30 13F Procter & Gamble COM 742718109 141,688 -802 -0.56 21,770 -4.10 0.1138
2025-08-11 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 142,490 16 0.01 22,701 -6.50 0.1276
2025-05-09 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 142,474 70,007 96.61 24,280 99.85 0.1451
2025-02-04 2024-12-31 13F Procter & Gamble COM 742718109 72,467 -646 -0.88 12,149 -4.06 0.1207
2024-11-13 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 73,113 21,722 42.27 12,663 49.42 0.1288
2024-08-08 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 51,391 -417 -0.80 8,475 0.83 0.1085
2024-05-06 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 51,808 -1,249 -2.35 8,406 8.12 0.1121
2024-02-07 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 53,057 8,179 18.22 7,775 18.78 0.1104
2023-11-06 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 44,878 8,453 23.21 6,546 18.42 0.1081
2023-08-01 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 36,425 282 0.78 5,527 2.85 0.0903
2023-05-09 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 36,143 -5,765 -13.76 5,374 -15.38 0.0922
2023-02-14 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 41,908 4,965 13.44 6,352 36.17 0.1156
2022-11-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 36,943 4,164 12.70 4,664 -1.04 0.0975
2022-08-09 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 32,779 2,944 9.87 4,713 3.38 0.0985
2022-05-09 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 29,835 -7,254 -19.56 4,559 -24.86 0.1025
2022-02-14 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 37,089 -2,534 -6.40 6,067 9.53 0.1342
2021-11-15 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 39,623 15,146 61.88 5,539 67.70 0.1149
2021-08-13 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 24,477 -40,028 -62.05 3,303 -62.19 0.0868
2021-05-17 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 64,505 17,196 36.35 8,736 32.71 0.2073
2021-02-16 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 47,309 27,756 141.95 6,583 142.20 0.1959
2020-11-16 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 19,553 763 4.06 2,718 20.96 0.1616
2020-08-14 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 18,790 -35,592 -65.45 2,247 -62.44 0.1565
2020-05-12 2020-03-31 13F PROCTER & GAMBLE COM 742718109 54,382 42,165 345.13 5,982 292.01 0.2508
2020-02-14 2019-12-31 13F PROCTER & GAMBLE COM 742718109 12,217 1,938 18.85 1,526 19.31 0.1111
2019-11-12 2019-09-30 13F PROCTER & GAMBLE COM 742718109 10,279 5,294 106.20 1,279 133.82 0.1047
2019-08-13 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 4,985 1,582 46.49 547 54.52 0.0476
2019-05-08 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 3,403 580 20.55 354 36.68 0.0328
2019-02-14 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 2,823 2,823 259 0.0250
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.