Capstone Financial Advisors, Inc.
Position in PG — PROCTER & GAMBLE Co
CIK 1599217
DOWNERS GROVE, IL
Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$470,421
+$42,590 QoQ
Shares Held
3,208
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,965
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, 2026Capstone Financial Advisors, Inc. holds $2,563,983 across 4 Household & Personal Products names. PG ranks #2 (18.3% of the industry book) .
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,421 | 3,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $427,831 | 2,962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $424,770 | 2,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $535,470 | 3,485 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $529,101 | 3,321 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $704,686 | 4,135 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $632,878 | 3,775 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $672,362 | 3,882 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $527,579 | 3,199 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $518,388 | 3,195 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $456,325 | 3,114 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $453,624 | 3,110 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $474,339 | 3,126 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $485,472 | 3,265 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $488,174 | 3,221 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $404,252 | 3,202 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $438,703 | 3,051 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $465,734 | 3,048 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $539,159 | 3,296 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $465,673 | 3,331 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $449,451 | 3,331 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $440,960 | 3,256 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $448,169 | 3,221 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $446,018 | 3,209 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $380,232 | 3,180 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $349,800 | 3,180 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||