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San Luis Wealth Advisors LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1844709 SAN LUIS OBISPO, CA

Position in PG

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$392,701
-$65,318 QoQ
Shares Held
2,678
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,119
of 4,003 holders
Holding Since
Dec 2020
14 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, 2026

San Luis Wealth Advisors LLC holds $2,534,087 across 3 Household & Personal Products names. PG ranks #3 (15.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PG
PROCTER & GAMBLE Co
This page
2,678 $392,701

All Filings in PG

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $392,701 2,678
2026-03-31 $458,019 3,171
2025-12-31 $422,764 2,950
2025-09-30 $590,323 3,842
2025-06-30 $317,206 1,991
2025-03-31 $337,942 1,983
2024-12-31 $446,787 2,665
2024-09-30 $437,849 2,528
2024-06-30 $444,624 2,696
2023-06-30 $390,730 2,575
2023-03-31 $452,017 3,040
2022-03-31 $829,398 5,428
2021-09-30 $1,340,402 9,588
2020-12-31 $709,614 5,100