Heritage Wealth Advisors

Position in PG — PROCTER & GAMBLE Co

CIK 1591122 RICHMOND, VA

Position in PG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,361,552

-$7,450 QoQ

Shares Held

9,285

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,000

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,693,237 across 6 Household & Personal Products names. PG ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	9,285	$1,361,552
2	KMB	Kimberly Clark Corp	1,917	$210,429
3	CL	Colgate Palmolive Co	716	$65,642
4	UL	Unilever PLC	666	$40,039
5	CHD	Church & Dwight Co Inc /De/	146	$14,144
6	CLX	Clorox Co /De/	15	$1,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,361,552	9,285	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$1,369,002	9,478	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$1,363,021	9,511	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,461,365	9,511	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$1,535,844	9,640	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$1,652,221	9,695	-1.5%	Shares	Sole	2025-05-08
2024-12-31	$1,649,676	9,840	-12.4%	Shares	Sole	2025-02-12
2024-09-30	$1,944,689	11,228	+12.4%	Shares	Sole	2024-11-12
2024-06-30	$1,647,550	9,990	-4.4%	Shares	Sole	2024-12-12
2024-03-31	$1,695,837	10,452	-3.1%	Shares	Sole	2024-12-12
2023-12-31	$1,581,313	10,791	-8.0%	Shares	Sole	2024-12-12
2023-09-30	$1,710,354	11,726	-8.1%	Shares	Sole	2024-12-12
2023-06-30	$1,936,354	12,761	-0.5%	Shares	Sole	2024-12-12
2023-03-31	$1,906,354	12,821	+2.4%	Shares	Sole	2023-05-04
2022-12-31	$1,898,440	12,526	-1.9%	Shares	Sole	2024-12-12
2022-09-30	$1,611,581	12,765	-2.2%	Shares	Sole	2024-12-12
2022-06-30	$1,877,466	13,057	+18.3%	Shares	Sole	2022-08-04
2022-03-31	$1,686,606	11,038	+1.2%	Shares	Sole	2022-05-11
2021-12-31	$1,784,003	10,906	+20.9%	Shares	Sole	2022-03-28
2021-09-30	$1,261,415	9,023	-2.3%	Shares	Sole	2021-11-02
2021-06-30	$1,246,618	9,239	+3.3%	Shares	Sole	2021-08-09
2021-03-31	$1,210,879	8,941	-2.4%	Shares	Sole	2021-04-27
2020-12-31	$1,274,661	9,161	+0.6%	Shares	Sole	2021-02-01
2020-09-30	$1,265,503	9,105	+1.0%	Shares	Sole	2020-11-03
2020-06-30	$1,077,445	9,011	-0.6%	Shares	Sole	2020-07-17
2020-03-31	$997,590	9,069	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.