Position in PG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,070,085
-$470,195 QoQ
Shares Held
82,311
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#678
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $12,390,139 across 2 Household & Personal Products names. PG ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
82,311 | $12,070,085 | |
| 2 | CL |
Colgate Palmolive Co
|
3,491 | $320,054 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,070,085 | 82,311 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,540,280 | 86,820 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,714,875 | 81,745 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,453,685 | 74,544 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,056,063 | 75,672 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,630,191 | 79,980 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,386,684 | 79,849 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,812,700 | 79,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,414,023 | 75,273 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,222,454 | 75,331 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,378,098 | 77,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,535,921 | 79,089 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,673,358 | 76,930 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,352,035 | 76,347 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,327,738 | 81,339 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,929,183 | 78,647 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,958,667 | 76,213 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $11,772,781 | 77,047 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,671,070 | 77,461 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,792,420 | 77,199 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,261,021 | 76,047 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,538,756 | 77,817 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $10,824,396 | 77,795 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,961,095 | 93,252 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,106,821 | 101,253 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $10,965,130 | 99,683 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||