Caerus Investment Advisors, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1862682
WEST LAKE HILLS, TX
Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,324
-$305,236 QoQ
Shares Held
1,823
-54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,480
of 4,003 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Dec 31, 2021CallValue
$163,580
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $571,670 across 3 Household & Personal Products names. PG ranks #1 (46.8% of the industry book) .
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,324 | 1,823 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $572,560 | 3,964 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $227,289 | 1,586 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,512,069 | 9,841 | Shares | Sole | 2025-11-20 | |
| 2022-12-31 | $202,787 | 1,338 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $163,580 | 1,000 | Call | Sole | 2022-02-10 | |
| 2021-12-31 | $99,456 | 608 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||