Foundations Investment Advisors, LLC

Endowment

Position in PG — PROCTER & GAMBLE Co

CIK 1743404 PHOENIX, AZ

Position in PG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,576,268

+$1,712,858 QoQ

Shares Held

119,860

+9.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#542

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $20,057,339 across 6 Household & Personal Products names. PG ranks #1 (87.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	119,860	$17,576,268
2	CLX	Clorox Co /De/	11,106	$1,059,956
3	KMB	Kimberly Clark Corp	6,155	$675,634
4	CL	Colgate Palmolive Co	4,348	$398,624
5	UL	Unilever PLC	4,340	$260,920
6	COTY	Coty Inc.	39,786	$85,937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,576,268	119,860	+9.1%	Shares	Other	2026-08-14
2026-03-31	$15,863,410	109,827	+9.1%	Shares	Other	2026-05-11
2025-12-31	$14,427,875	100,676	+21.9%	Shares	Other	2026-02-10
2025-09-30	$12,694,563	82,620	+7.3%	Shares	Sole	2025-11-03
2025-06-30	$12,271,463	77,024	+13.1%	Shares	Sole	2025-08-08
2025-03-31	$11,604,408	68,093	+7.5%	Shares	Other	2025-05-07
2024-12-31	$10,617,106	63,329	+21.2%	Shares	Sole	2025-01-22
2024-09-30	$9,048,834	52,245	+9.5%	Shares	Sole	2024-10-21
2024-06-30	$7,867,013	47,702	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$7,662,905	47,229	-9.0%	Shares	Sole	2024-05-13
2023-12-31	$7,608,063	51,918	+16.5%	Shares	Sole	2024-02-08
2023-09-30	$6,501,417	44,573	+9.7%	Shares	Sole	2023-10-05
2023-06-30	$6,165,044	40,629	+7.9%	Shares	Sole	2023-07-19
2023-03-31	$5,597,583	37,646	+79.2%	Shares	Sole	2023-04-25
2022-12-31	$3,183,366	21,004	+33.8%	Shares	Sole	2023-01-11
2022-09-30	$1,981,620	15,696	+7.4%	Shares	Sole	2022-10-19
2022-06-30	$2,100,915	14,611	+80.5%	Shares	Sole	2022-07-08
2022-03-31	$1,236,610	8,093	+13.4%	Shares	Sole	2022-04-19
2021-12-31	$1,167,143	7,135	+12.0%	Shares	Sole	2022-01-21
2021-09-30	$890,805	6,372	+4.3%	Shares	Sole	2021-10-13
2021-06-30	$824,557	6,111	+5.3%	Shares	Sole	2021-07-14
2021-03-31	$785,764	5,802	+22.6%	Shares	Sole	2021-04-09
2020-12-31	$658,410	4,732	+22.5%	Shares	Sole	2021-01-13
2020-09-30	$536,918	3,863	+40.9%	Shares	Sole	2020-10-07
2020-06-30	$327,741	2,741	+21.1%	Shares	Sole	2020-07-08
2020-03-31	$249,040	2,264	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.