Lifeworks Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1882132 GRAND RAPIDS, MI

Position in PG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,178,838

+$189,858 QoQ

Shares Held

8,039

+17.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,132

of 4,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $9,914,532 across 6 Household & Personal Products names. PG ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLX	Clorox Co /De/	72,797	$6,947,745
2	PG	PROCTER & GAMBLE Co This page	8,039	$1,178,838
3	CL	Colgate Palmolive Co	9,399	$861,700
4	KMB	Kimberly Clark Corp	3,994	$438,421
5	KVUE	Kenvue Inc.	13,435	$256,742
6	EL	Estee Lauder Companies Inc	2,927	$231,086

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,178,838	8,039	+17.4%	Shares	Sole	2026-08-14
2026-03-31	$988,980	6,847	+2.3%	Shares	Sole	2026-05-04
2025-12-31	$959,030	6,692	+56.8%	Shares	Sole	2026-02-13
2025-09-30	$655,931	4,269	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$684,120	4,294	-5.6%	Shares	Sole	2025-08-05
2025-03-31	$774,899	4,547	-7.9%	Shares	Sole	2025-05-06
2024-12-31	$827,352	4,935	+0.8%	Shares	Sole	2025-02-07
2024-09-30	$847,640	4,894	-1.1%	Shares	Sole	2024-11-06
2024-06-30	$816,024	4,948	-2.1%	Shares	Sole	2024-08-13
2024-03-31	$820,173	5,055	-6.9%	Shares	Sole	2024-05-10
2023-12-31	$796,005	5,432	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$789,831	5,415	-10.0%	Shares	Sole	2023-11-01
2023-06-30	$913,171	6,018	-16.5%	Shares	Sole	2023-08-02
2023-03-31	$1,071,014	7,203	+9.0%	Shares	Sole	2023-05-15
2022-12-31	$1,001,811	6,610	-10.5%	Shares	Sole	2023-02-14
2022-09-30	$932,230	7,384	+9.3%	Shares	Sole	2022-11-14
2022-06-30	$971,445	6,756	+36.9%	Shares	Sole	2022-08-12
2022-03-31	$753,915	4,934	-51.1%	Shares	Sole	2022-05-16
2021-12-31	$1,651,340	10,095	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.