Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$660,613
-$4,099 QoQ
Shares Held
4,505
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,657
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $867,906 across 2 Household & Personal Products names. PG ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,505 | $660,613 | |
| 2 | UL |
Unilever PLC
|
3,448 | $207,293 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,613 | 4,505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $664,712 | 4,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $662,665 | 4,624 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $731,220 | 4,759 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $956,875 | 6,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,026,950 | 6,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,015,120 | 6,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $975,116 | 5,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $950,763 | 5,765 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $931,315 | 5,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $899,315 | 6,137 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $892,663 | 6,120 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $932,897 | 6,148 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $936,747 | 6,300 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $920,120 | 6,071 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $735,406 | 5,825 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $818,452 | 5,692 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $899,839 | 5,889 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $952,689 | 5,824 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $935,681 | 6,693 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $889,188 | 6,590 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $816,642 | 6,030 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $840,544 | 6,041 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $839,221 | 6,038 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $609,089 | 5,094 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $557,810 | 5,071 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||