Position in PG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,363,458
+$15,689 QoQ
Shares Held
9,298
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,999
of 4,001 holders
Holding Since
Dec 2020
20 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, 2026GoalVest Advisory LLC holds $2,397,388 across 3 Household & Personal Products names. PG ranks #1 (56.9% of the industry book) .
All Filings in PG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,458 | 9,298 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,347,769 | 9,331 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,406,730 | 9,816 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,740,393 | 11,327 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,663,141 | 10,439 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,741,351 | 10,218 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,438,604 | 8,581 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,466,484 | 8,467 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,345,582 | 8,159 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,453,435 | 8,958 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,187,267 | 8,102 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,052,379 | 7,215 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $1,692,984 | 11,386 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,897,675 | 19,119 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,169,632 | 25,106 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,996,092 | 13,882 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $990,144 | 6,480 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $767,481 | 5,688 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $928,914 | 6,859 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $60,943 | 438 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||