BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PG — PROCTER & GAMBLE Co
CIK 1654599
MORRISTOWN, NJ
Position in PG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$603,423
+$13,242 QoQ
Shares Held
4,115
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,741
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,818,274 across 6 Household & Personal Products names. PG ranks #2 (33.2% of the industry book) .
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,423 | 4,115 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $590,181 | 4,086 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $691,470 | 4,825 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $810,042 | 5,272 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $892,988 | 5,605 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $947,364 | 5,559 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,016,797 | 6,065 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,099,300 | 6,347 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,038,666 | 6,298 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,105,247 | 6,812 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,067,543 | 7,285 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,559,826 | 10,694 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,622,707 | 10,694 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,604,662 | 10,792 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,713,992 | 11,309 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,427,508 | 11,307 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,576,082 | 10,961 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,635,571 | 10,704 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,942,676 | 11,876 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,737,154 | 12,426 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,630,359 | 12,083 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,642,359 | 12,127 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $2,232,501 | 16,045 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,189,198 | 8,556 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,020,529 | 8,535 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $946,440 | 8,604 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||