Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,886,484
-$460,107 QoQ
Shares Held
33,323
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,103
of 3,942 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026IMA Advisory Services, Inc. holds $5,177,652 across 8 Household & Personal Products names. PG ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
33,323 | $4,886,484 | |
| 2 | CL |
Colgate Palmolive Co
|
1,022 | $93,696 | |
| 3 | KVUE |
Kenvue Inc.
|
4,353 | $83,185 | |
| 4 | CLX |
Clorox Co /De/
|
722 | $68,907 | |
| 5 | KMB |
Kimberly Clark Corp
|
323 | $35,455 | |
| 6 | UL |
Unilever PLC
|
130 | $7,815 | |
| 7 | RBGLY |
Reckitt Benckiser Group PLC
|
149 | $1,953 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2 | $157 |
All Filings in PG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,886,484 | 33,323 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,346,591 | 37,016 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,386,163 | 37,584 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,051,351 | 39,384 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,273,225 | 39,375 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,710,287 | 39,375 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,494,122 | 44,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,742,213 | 44,701 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $5,910,830 | 40,524 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $6,149,111 | 40,524 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,002,763 | 40,371 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,149,395 | 40,574 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,122,467 | 40,574 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,834,135 | 40,574 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $33,921 | 222 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $36,314 | 222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,035 | 222 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $29,954 | 222 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $30,065 | 222 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $30,889 | 222 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $41,974 | 302 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $26,544 | 222 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $24,420 | 222 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||