Position in PG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$205,589
-$81,413 QoQ
Shares Held
1,402
-29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,735
of 4,003 holders
Holding Since
Dec 2020
23 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, 2026IVC Wealth Advisors LLC holds $205,589 across 1 Household & Personal Products name. PG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,402 | $205,589 |
All Filings in PG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,589 | 1,402 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $287,002 | 1,987 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $285,616 | 1,993 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $301,614 | 1,963 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $310,036 | 1,946 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $338,283 | 1,985 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $347,035 | 2,070 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $454,303 | 2,623 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $436,708 | 2,648 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $420,389 | 2,591 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $457,497 | 3,122 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,092,637 | 7,491 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,134,408 | 7,476 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $480,863 | 3,234 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $495,146 | 3,267 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $409,555 | 3,244 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $458,402 | 3,188 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $471,540 | 3,086 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $483,051 | 2,953 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $481,191 | 3,442 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $442,570 | 3,280 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $440,147 | 3,250 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $450,117 | 3,235 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||