Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,622,754
+$372,286 QoQ
Shares Held
120,177
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#538
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Dec 31, 2020CallValue
$556
CallShares
4
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Independent Advisor Alliance holds $26,338,993 across 8 Household & Personal Products names. PG ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
120,177 | $17,622,754 | |
| 2 | KMB |
Kimberly Clark Corp
|
22,697 | $2,491,449 | |
| 3 | CL |
Colgate Palmolive Co
|
19,973 | $1,831,124 | |
| 4 | KVUE |
Kenvue Inc.
|
73,735 | $1,409,075 | |
| 5 | CLX |
Clorox Co /De/
|
14,553 | $1,388,937 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
7,674 | $743,456 | |
| 7 | UL |
Unilever PLC
|
9,910 | $595,788 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
3,465 | $256,410 |
All Filings in PG
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,622,754 | 120,177 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,250,468 | 119,430 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,600,777 | 129,794 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,642,262 | 134,346 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,451,481 | 134,644 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,522,049 | 138,024 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $23,669,161 | 141,182 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,563,859 | 136,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,728,044 | 131,749 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,334,577 | 131,492 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,518,823 | 140,022 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $20,616,727 | 141,346 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $22,745,369 | 149,897 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $22,576,048 | 151,833 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,362,663 | 160,746 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,758,230 | 188,184 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $30,079,861 | 209,193 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $30,927,942 | 202,408 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $32,257,321 | 197,196 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,057,182 | 186,389 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $22,773,620 | 168,781 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $21,262,916 | 157,003 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $556 | 4 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $21,605,241 | 155,277 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,269,500 | 153,029 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $18,766,391 | 156,949 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $17,761,370 | 161,467 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||