Everhart Financial Group, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1852858 Dublin, OH

Position in PG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,604,642

-$177,910 QoQ

Shares Held

31,401

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,142

of 3,996 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $5,504,410 across 4 Household & Personal Products names. PG ranks #1 (83.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	31,401	$4,604,642
2	CL	Colgate Palmolive Co	4,622	$423,744
3	CLX	Clorox Co /De/	2,738	$261,314
4	KMB	Kimberly Clark Corp	1,956	$214,710

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,604,642	31,401	-5.2%	Shares	Sole	2026-07-09
2026-03-31	$4,782,552	33,111	+34.2%	Shares	Sole	2026-04-09
2025-12-31	$3,534,884	24,666	-21.1%	Shares	Sole	2026-01-07
2025-09-30	$4,804,481	31,269	-4.8%	Shares	Sole	2025-11-04
2025-06-30	$5,231,431	32,836	+8.4%	Shares	Sole	2025-08-07
2025-03-31	$5,160,488	30,281	-0.6%	Shares	Sole	2025-04-16
2024-12-31	$5,106,786	30,461	-5.5%	Shares	Sole	2025-01-30
2024-09-30	$5,581,543	32,226	+9.7%	Shares	Sole	2024-11-04
2024-06-30	$4,846,833	29,389	+29.0%	Shares	Sole	2024-07-24
2024-03-31	$3,697,839	22,791	+7.1%	Shares	Sole	2024-05-13
2023-12-31	$3,118,810	21,283	+0.7%	Shares	Sole	2024-01-12
2023-09-30	$3,082,459	21,133	+3.6%	Shares	Sole	2023-10-25
2023-06-30	$3,095,496	20,400	+0.5%	Shares	Sole	2023-07-13
2023-03-31	$3,018,555	20,301	+6.7%	Shares	Sole	2023-04-25
2022-12-31	$2,882,671	19,020	-2.5%	Shares	Sole	2023-02-09
2022-09-30	$2,462,127	19,502	+2.9%	Shares	Sole	2022-10-12
2022-06-30	$2,724,676	18,949	-5.1%	Shares	Sole	2022-07-12
2022-03-31	$3,050,193	19,962	+9.5%	Shares	Sole	2022-04-18
2021-12-31	$2,983,208	18,237	+6.6%	Shares	Sole	2022-01-21
2021-09-30	$2,391,279	17,105	+12.7%	Shares	Sole	2021-10-13
2021-06-30	$2,048,102	15,179	+14.3%	Shares	Sole	2021-07-16
2021-03-31	$1,798,916	13,283	-13.3%	Shares	Sole	2021-04-13
2020-12-31	$2,130,789	15,314	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.