Castleview Partners, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1737088 DALLAS, TX

Position in PG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,056,834

+$158,418 QoQ

Shares Held

7,207

+15.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#2,219

of 4,000 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Castleview Partners, LLC holds $1,472,786 across 2 Household & Personal Products names. PG ranks #1 (71.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	7,207	$1,056,834
2	CL	Colgate Palmolive Co	4,537	$415,952

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,056,834	7,207	+15.9%	Shares	Sole	2026-07-20
2026-03-31	$898,416	6,220	+9.2%	Shares	Sole	2026-05-01
2025-12-31	$816,437	5,697	+9.6%	Shares	Sole	2026-01-12
2025-09-30	$798,365	5,196	+2.8%	Shares	Sole	2025-10-10
2025-06-30	$805,043	5,053	-5.0%	Shares	Sole	2025-07-16
2025-03-31	$906,634	5,320	+2.1%	Shares	Sole	2025-04-22
2024-12-31	$873,456	5,210	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$895,790	5,172	+1.4%	Shares	Sole	2024-10-21
2024-06-30	$841,421	5,102	-3.3%	Shares	Sole	2024-07-31
2024-03-31	$856,355	5,278	+5.8%	Shares	Sole	2024-05-10
2023-12-31	$731,381	4,991	+6.2%	Shares	Sole	2024-02-05
2023-09-30	$685,250	4,698	+280.1%	Shares	Sole	2023-10-26
2023-06-30	$187,550	1,236	-29.5%	Shares	Sole	2023-08-15
2023-03-31	$260,504	1,752	+2.5%	Shares	Sole	2023-05-16
2022-12-31	$259,016	1,709	+4.0%	Shares	Sole	2023-02-01
2022-09-30	$207,555	1,644	+2429.2%	Shares	Sole	2022-11-10
2022-06-30	$9,346	65	-98.0%	Shares	Sole	2022-08-17
2022-03-31	$495,072	3,240	-99.4%	Shares	Sole	2022-05-16
2021-12-31	$3,417,000	559,082	+12723.0%	Shares	Sole	2022-02-17
2021-06-30	$588,294	4,360	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.