Position in PG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,390,678
+$446,665 QoQ
Shares Held
64,039
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#794
of 4,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,623,682 across 2 Household & Personal Products names. PG ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
64,039 | $9,390,678 | |
| 2 | CL |
Colgate Palmolive Co
|
13,449 | $1,233,004 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,390,678 | 64,039 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,944,013 | 61,922 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,287,600 | 50,852 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $7,644,241 | 49,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,926,066 | 37,196 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,752,697 | 33,756 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,784,930 | 34,506 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,837,706 | 33,705 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $5,434,773 | 32,954 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,358,955 | 33,029 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $4,926,235 | 33,617 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,240,603 | 35,929 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,457,784 | 35,968 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,083,265 | 34,187 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,062,407 | 33,402 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,632,465 | 28,772 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,417,169 | 23,765 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,071,738 | 20,103 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,569,351 | 15,707 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,948,951 | 13,941 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,771,495 | 13,129 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,493,522 | 11,028 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,658,548 | 11,920 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,371,970 | 9,871 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,097,174 | 9,176 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $844,140 | 7,674 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||