ProVise Management Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1305707 CLEARWATER, FL

Position in PG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$499,602

+$44,616 QoQ

Shares Held

3,407

+8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,909

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ProVise Management Group, LLC holds $13,579,662 across 3 Household & Personal Products names. PG ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	207,550	$12,477,906
2	CL	Colgate Palmolive Co	6,568	$602,154
3	PG	PROCTER & GAMBLE Co This page	3,407	$499,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,602	3,407	+8.2%	Shares	Sole	2026-08-03
2026-03-31	$454,986	3,150	-1.0%	Shares	Sole	2026-05-07
2025-12-31	$455,869	3,181	+1.5%	Shares	Sole	2026-01-29
2025-09-30	$481,385	3,133	-1.9%	Shares	Sole	2025-11-13
2025-06-30	$508,708	3,193	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$558,636	3,278	-11.9%	Shares	Sole	2025-05-08
2024-12-31	$623,490	3,719	-53.2%	Shares	Sole	2025-02-11
2024-09-30	$1,375,727	7,943	-69.4%	Shares	Sole	2024-11-12
2024-06-30	$4,286,600	25,992	-18.8%	Shares	Sole	2024-08-12
2024-03-31	$5,194,271	32,014	-1.4%	Shares	Sole	2024-05-09
2023-12-31	$4,758,739	32,474	-0.2%	Shares	Sole	2024-02-09
2023-09-30	$4,745,555	32,535	-5.5%	Shares	Sole	2023-11-08
2023-06-30	$5,223,801	34,426	+16.5%	Shares	Sole	2023-08-24
2023-03-31	$4,394,086	29,552	+23.1%	Shares	Sole	2023-05-08
2022-12-31	$3,639,107	24,011	+32.5%	Shares	Sole	2023-02-10
2022-09-30	$2,288,533	18,127	+25.7%	Shares	Sole	2022-11-09
2022-06-30	$2,074,314	14,426	+7.5%	Shares	Sole	2022-08-08
2022-03-31	$2,050,270	13,418	+18.1%	Shares	Sole	2022-04-27
2021-12-31	$1,858,432	11,361	+0.9%	Shares	Sole	2022-01-18
2021-09-30	$1,573,868	11,258	+25.5%	Shares	Sole	2021-10-20
2021-06-30	$1,210,726	8,973	-6.1%	Shares	Sole	2021-08-06
2021-03-31	$1,294,304	9,557	-83.6%	Shares	Sole	2021-04-22
2020-12-31	$8,132,454	58,448	-26.4%	Shares	Sole	2021-01-19
2020-09-30	$11,034,555	79,391	-7.6%	Shares	Sole	2020-10-26
2020-06-30	$10,271,421	85,903	-4.5%	Shares	Sole	2020-08-07
2020-03-31	$9,893,510	89,941	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.