Position in PG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$637,297
-$110,180 QoQ
Shares Held
4,346
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,691
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, 2026Wellspring Financial Advisors, LLC holds $960,622 across 2 Household & Personal Products names. PG ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,346 | $637,297 | |
| 2 | UL |
Unilever PLC
|
5,378 | $323,325 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,297 | 4,346 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $747,477 | 5,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $851,834 | 5,944 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $629,811 | 4,099 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $646,520 | 4,058 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $674,692 | 3,959 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $664,061 | 3,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $793,082 | 4,579 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $683,923 | 4,147 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $651,271 | 4,014 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $562,567 | 3,839 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $531,659 | 3,645 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $552,333 | 3,640 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $540,934 | 3,638 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $654,284 | 4,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $468,387 | 3,710 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $538,062 | 3,742 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $569,791 | 3,729 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $592,323 | 3,621 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $495,171 | 3,542 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $477,787 | 3,541 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $500,142 | 3,693 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $514,400 | 3,697 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $513,707 | 3,696 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $441,691 | 3,694 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $406,230 | 3,693 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||