DELTA FINANCIAL ADVISORS LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1790295 Metairie, LA

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,322,152

+$52,259 QoQ

Shares Held

36,294

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,074

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $6,014,942 across 3 Household & Personal Products names. PG ranks #1 (88.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	36,294	$5,322,152
2	CL	Colgate Palmolive Co	4,548	$416,960
3	UL	Unilever PLC	4,588	$275,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,322,152	36,294	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$5,269,893	36,485	+2.2%	Shares	Sole	2026-05-05
2025-12-31	$5,118,316	35,715	+5.1%	Shares	Sole	2026-02-06
2025-09-30	$5,221,795	33,985	+8.1%	Shares	Sole	2025-10-30
2025-06-30	$5,009,817	31,445	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$5,275,862	30,958	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$5,199,664	31,015	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$5,367,641	30,991	+1.6%	Shares	Sole	2024-11-04
2024-06-30	$5,029,070	30,494	-0.5%	Shares	Sole	2024-08-06
2024-03-31	$4,973,287	30,652	-0.2%	Shares	Sole	2024-05-07
2023-12-31	$4,499,803	30,707	-3.5%	Shares	Sole	2024-01-31
2023-09-30	$4,642,286	31,827	-0.7%	Shares	Sole	2023-11-03
2023-06-30	$4,865,846	32,067	+2.1%	Shares	Sole	2023-08-03
2023-03-31	$4,669,163	31,402	-0.5%	Shares	Sole	2023-05-04
2022-12-31	$4,781,718	31,550	-0.0%	Shares	Sole	2023-02-01
2022-09-30	$3,984,323	31,559	+36.5%	Shares	Sole	2022-10-27
2022-06-30	$3,323,562	23,114	+0.5%	Shares	Sole	2022-08-01
2022-03-31	$3,515,928	23,010	-0.8%	Shares	Sole	2022-05-06
2021-12-31	$3,793,747	23,192	+0.1%	Shares	Sole	2022-02-04
2021-09-30	$3,240,424	23,179	-0.1%	Shares	Sole	2021-10-26
2021-06-30	$3,131,860	23,211	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$3,151,185	23,268	+1.3%	Shares	Sole	2021-04-29
2020-12-31	$3,194,654	22,960	-2.4%	Shares	Sole	2021-01-28
2020-09-30	$3,269,044	23,520	-5.0%	Shares	Sole	2020-10-20
2020-06-30	$2,960,672	24,761	+0.2%	Shares	Sole	2020-08-04
2020-03-31	$2,718,320	24,712	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.