Position in PG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,932,715
+$96,883 QoQ
Shares Held
13,180
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,731
of 4,000 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $4,121,817 across 3 Household & Personal Products names. PG ranks #1 (46.9% of the industry book) .
All Filings in PG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,715 | 13,180 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,835,832 | 12,710 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,535,566 | 10,715 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,555,859 | 10,126 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,541,580 | 9,676 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,619,160 | 9,501 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $634,722 | 3,786 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $704,750 | 4,069 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $671,059 | 4,069 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $660,195 | 4,069 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $596,271 | 4,069 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $593,504 | 4,069 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $376,770 | 2,483 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $204,300 | 1,374 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $203,545 | 1,343 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $204,903 | 1,623 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||