Position in PG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,067,392
+$7,925 QoQ
Shares Held
7,279
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,212
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,419,314 across 2 Household & Personal Products names. PG ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,279 | $1,067,392 | |
| 2 | KMB |
Kimberly Clark Corp
|
3,206 | $351,922 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,392 | 7,279 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,059,467 | 7,335 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,072,102 | 7,481 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,267,305 | 8,248 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,318,373 | 8,275 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,407,669 | 8,260 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,410,439 | 8,413 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,912,301 | 11,041 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,944,736 | 11,792 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,888,103 | 11,637 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,714,078 | 11,697 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,294,669 | 15,732 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,278,983 | 15,019 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,043,000 | 13,740 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,942,241 | 12,815 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,139,658 | 9,027 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,246,659 | 8,670 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,270,532 | 8,315 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,232,248 | 7,533 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,007,538 | 7,207 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $840,209 | 6,227 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $926,205 | 6,839 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,125,642 | 8,090 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,147,640 | 8,257 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $851,218 | 7,119 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $918,940 | 8,354 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||