Financial Gravity Asset Management, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1741736 Lakeway, TX

Position in PG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,540,988

+$36,073 QoQ

Shares Held

17,592

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $7,385,919 across 4 Household & Personal Products names. PG ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	30,487	$2,598,407
2	PG	PROCTER & GAMBLE Co This page	17,592	$2,540,988
3	UL	Unilever PLC	39,298	$2,238,807
4	KMB	Kimberly Clark Corp	80	$7,717

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,540,988	17,592	+0.6%	Shares	Sole	2026-05-08
2025-12-31	$2,504,915	17,479	+12.8%	Shares	Sole	2026-02-13
2025-09-30	$2,380,806	15,495	+13.7%	Shares	Sole	2025-11-14
2025-03-31	$2,322,483	13,628	+12.0%	Shares	Sole	2025-04-30
2024-06-30	$2,007,406	12,172	+9.6%	Shares	Sole	2024-08-06
2024-03-31	$1,801,786	11,105	-0.0%	Shares	Sole	2024-06-26
2023-12-31	$1,627,473	11,106	-92.3%	Shares	Sole	2024-06-26
2023-09-30	$11,870,856	144,218	+2178.7%	Shares	Sole	2023-11-16
2023-06-30	$960,361	6,329	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$692,149	6,231	+264.4%	Shares	Sole	2023-05-12
2022-12-31	$259,167	1,710	-62.9%	Shares	Sole	2023-02-15
2022-09-30	$510,591	4,611	-48.5%	Shares	Sole	2022-11-03
2022-06-30	$1,192,102	8,956	+59.8%	Shares	Sole	2022-08-05
2022-03-31	$747,355	5,604	+2.5%	Shares	Sole	2022-05-13
2021-12-31	$842,636	5,467	+48.4%	Shares	Sole	2022-02-11
2021-09-30	$515,092	3,685	-56.1%	Shares	Sole	2021-11-12
2021-06-30	$1,131,522	8,386	+12.9%	Shares	Sole	2021-08-11
2021-03-31	$1,006,380	7,431	+86.2%	Shares	Sole	2021-05-17
2020-12-31	$555,216	3,991	+226.1%	Shares	Sole	2021-02-16
2020-03-31	$134,640	1,224	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.