Position in PG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,397,772
+$62,280 QoQ
Shares Held
9,532
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,980
of 4,017 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Beacon Financial Advisory LLC holds $2,185,810 across 2 Household & Personal Products names. PG ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
9,532 | $1,397,772 | |
| 2 | KMB |
Kimberly Clark Corp
|
7,179 | $788,038 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,772 | 9,532 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,335,492 | 9,246 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,303,834 | 9,098 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,458,753 | 9,494 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $543,759 | 3,413 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $528,472 | 3,101 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $479,311 | 2,859 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $458,633 | 2,648 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $426,977 | 2,589 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $410,979 | 2,533 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,807,863 | 12,337 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,805,309 | 12,377 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,870,650 | 12,328 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,797,364 | 12,088 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,831,602 | 12,085 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,557,041 | 12,333 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,030,889 | 14,124 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,218,197 | 14,517 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,367,166 | 14,471 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,006,549 | 14,353 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,933,816 | 14,332 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,011,541 | 14,853 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,852,092 | 13,311 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $570,275 | 4,103 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $457,833 | 3,829 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $421,190 | 3,829 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||