Safeguard Investment Advisory Group, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1846711
Corona, CA
Position in PG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$889,811
+$244,020 QoQ
Shares Held
6,068
+35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,391
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, 2026Safeguard Investment Advisory Group, LLC holds $1,160,284 across 2 Household & Personal Products names. PG ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,068 | $889,811 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,464 | $270,473 |
All Filings in PG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,811 | 6,068 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $645,791 | 4,471 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $544,434 | 3,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $670,067 | 4,361 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $710,407 | 4,459 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $931,686 | 5,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $656,014 | 3,913 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $633,738 | 3,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $458,807 | 2,782 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $409,194 | 2,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $384,374 | 2,623 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $376,464 | 2,581 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $394,979 | 2,603 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $402,503 | 2,707 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $391,024 | 2,580 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $319,160 | 2,528 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $354,873 | 2,468 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $377,110 | 2,468 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $309,329 | 1,891 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $262,963 | 1,881 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $260,549 | 1,931 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $260,161 | 1,921 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $270,070 | 1,941 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||