West Family Investments, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1568303 CARLSBAD, CA

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,379,149

-$84,605 QoQ

Shares Held

9,405

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,985

of 4,003 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $2,840,584 across 5 Household & Personal Products names. PG ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	9,405	$1,379,149
2	CHD	Church & Dwight Co Inc /De/	5,382	$521,408
3	UL	Unilever PLC	7,457	$448,314
4	CL	Colgate Palmolive Co	4,054	$371,670
5	NWL	Newell Brands Inc.	19,551	$120,043

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,379,149	9,405	-7.2%	Shares	Sole	2026-08-10
2026-03-31	$1,463,754	10,134	-10.6%	Shares	Sole	2026-05-07
2025-12-31	$1,624,705	11,337	-27.5%	Shares	Sole	2026-02-11
2025-09-30	$2,403,546	15,643	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$2,457,670	15,426	+39.8%	Shares	Sole	2025-08-13
2025-03-31	$1,880,925	11,037	-5.6%	Shares	Sole	2025-05-02
2024-12-31	$1,960,834	11,696	-0.4%	Shares	Sole	2025-02-07
2024-09-30	$2,033,887	11,743	+15.6%	Shares	Sole	2024-11-08
2024-06-30	$1,675,092	10,157	-0.6%	Shares	Sole	2024-08-05
2024-03-31	$1,658,195	10,220	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$1,493,828	10,194	+1.6%	Shares	Sole	2024-02-06
2023-09-30	$1,463,850	10,036	-7.9%	Shares	Sole	2023-11-02
2023-06-30	$1,653,510	10,897	-0.5%	Shares	Sole	2023-08-16
2023-03-31	$1,628,452	10,952	-11.2%	Shares	Sole	2023-05-03
2022-12-31	$1,868,583	12,329	+2.0%	Shares	Sole	2023-02-08
2022-09-30	$1,525,983	12,087	-8.0%	Shares	Sole	2022-11-04
2022-06-30	$1,888,250	13,132	-5.9%	Shares	Sole	2022-08-12
2022-03-31	$2,132,935	13,959	+2.1%	Shares	Sole	2022-05-13
2021-12-31	$2,236,792	13,674	-5.3%	Shares	Sole	2022-02-15
2021-09-30	$2,017,873	14,434	+22.2%	Shares	Sole	2022-02-15
2021-06-30	$1,593,253	11,808	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.