The Procter & Gamble Company
CL ˙ SNSE ˙ US7427181091
SecurityCL:PGCL / The Procter & Gamble Company
InstitutionLineweaver Wealth Advisors, LLC
Latest Disclosed Ownership22,717 shares
Latest Disclosed Value $ 3,281,276
Lineweaver Wealth Advisors, LLC reports 3.71% increase in ownership of PGCL / The Procter & Gamble Company

On April 8, 2026 - Lineweaver Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 22,717 shares of The Procter & Gamble Company (CL:PGCL) valued at $3,281,276 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 21,905 shares of The Procter & Gamble Company. This represents a change in shares of 3.71% 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)
2026-04-08 2026-03-31 13F PROCTER & GAMBLE COM 742718109 22,717 812 3.71 3,281 4.52 0.4425
2026-01-14 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 21,905 -7 -0.03 3,139 -6.74 0.4249
2025-10-10 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 21,912 1,155 5.56 3,367 1.78 0.4933
2025-07-09 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 20,757 2,335 12.68 3,307 5.32 0.5225
2025-05-02 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 18,422 -2,055 -10.04 3,140 -8.56 0.5349
2025-02-05 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 20,477 932 4.77 3,435 1.42 0.6349
2024-10-25 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 19,545 648 3.43 3,387 8.63 0.6448
2024-08-02 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 18,897 -1,528 -7.48 3,118 -5.94 0.6461
2024-04-30 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 20,425 438 2.19 3,315 13.14 0.7872
2024-01-19 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 19,987 -4,943 -19.83 2,930 -19.47 0.7592
2023-10-19 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 24,930 -2,648 -9.60 3,637 -13.07 1.0577
2023-07-27 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 27,578 -253 -0.91 4,185 1.09 1.1934
2023-05-02 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 27,831 1,899 7.32 4,139 5.32 1.2717
2023-01-26 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 25,932 -88 -0.34 3,931 19.53 1.1910
2022-11-01 2022-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 26,020 2,626 11.23 3,288 -2.23 1.0661
2022-07-26 2022-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 23,394 4,119 21.37 3,363 14.19 1.1104
2022-05-09 2022-03-31 13F PROCTER AND GAMBLE CO COM COM 742718109 19,275 1,254 6.96 2,945 -0.07 0.8414
2022-01-31 2021-12-31 13F PROCTER AND GAMBLE CO COM COM 742718109 18,021 503 2.87 2,947 20.33 0.8493
2021-10-22 2021-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 17,518 6,363 57.04 2,449 62.72 0.7472
2021-07-26 2021-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 11,155 1,076 10.68 1,505 10.26 0.4936
2021-04-30 2021-03-31 13F PROCTER AND GAMBLE CO COM COM 742718109 10,079 2,348 30.37 1,365 26.98 0.4842
2021-02-11 2020-12-31 13F PROCTER AND GAMBLE CO COM COM 742718109 7,731 343 4.64 1,075 4.78 0.4216
2020-10-20 2020-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 7,388 667 9.92 1,026 27.77 0.4583
2020-08-10 2020-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 6,721 319 4.98 803 14.06 0.4082
2020-05-05 2020-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 6,402 713 12.53 704 -0.85 0.4423
2020-01-16 2019-12-31 13F PROCTER & GAMBLE CO COM COM 742718109 5,689 5,689 710 0.4008
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.