Position in PG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,897,374
+$5,210 QoQ
Shares Held
12,939
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,747
of 4,003 holders
Holding Since
Dec 2020
21 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, 2026Synergy Asset Management, LLC holds $4,917,585 across 2 Household & Personal Products names. PG ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
27,514 | $3,020,211 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
12,939 | $1,897,374 |
All Filings in PG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,897,374 | 12,939 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,892,164 | 13,100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,921,213 | 13,406 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,590,645 | 23,369 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $552,362 | 3,467 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $16,264,884 | 95,440 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,078,491 | 6,433 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $537,959 | 3,106 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $498,718 | 3,024 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $498,918 | 3,075 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $457,790 | 3,124 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $434,808 | 2,981 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $452,336 | 2,981 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $490,973 | 3,302 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $510,908 | 3,371 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $434,552 | 3,442 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,252,538 | 57,393 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $786,613 | 5,148 | Shares | Sole | 2022-05-05 | |
| 2021-06-30 | $406,408 | 3,012 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $338,845 | 2,502 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $346,179 | 2,488 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||