Position in PG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$256,620
+$3,850 QoQ
Shares Held
1,750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,521
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lipe & Dalton holds $822,102 across 2 Household & Personal Products names. PG ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLX |
Clorox Co /De/
|
5,925 | $565,482 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
1,750 | $256,620 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,620 | 1,750 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $252,770 | 1,750 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $250,792 | 1,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $284,252 | 1,850 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $294,742 | 1,850 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $315,277 | 1,850 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $310,152 | 1,850 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $337,740 | 1,950 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $365,132 | 2,214 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $359,221 | 2,214 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $324,439 | 2,214 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $322,934 | 2,214 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $335,952 | 2,214 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $329,199 | 2,214 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $335,553 | 2,214 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $303,505 | 2,404 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $345,671 | 2,404 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $367,331 | 2,404 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $419,419 | 2,564 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $336,079 | 2,404 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $324,371 | 2,404 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $325,573 | 2,404 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $340,475 | 2,447 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $354,007 | 2,547 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $292,587 | 2,447 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $277,970 | 2,527 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||