Position in PG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,360,617
+$3,445,222 QoQ
Shares Held
63,834
+55.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#797
of 4,003 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $12,017,138 across 3 Household & Personal Products names. PG ranks #1 (77.9% of the industry book) .
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,360,617 | 63,834 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,915,395 | 40,954 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,580,044 | 31,959 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,468,926 | 48,610 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,045,767 | 44,224 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,513,817 | 44,090 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,013,637 | 41,835 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,159,741 | 41,338 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,051,814 | 42,759 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,389,242 | 39,379 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,608,525 | 38,273 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,402,216 | 37,037 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,161,351 | 20,834 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,954,470 | 19,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,720,198 | 17,948 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,217,833 | 17,567 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,871,689 | 26,926 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,854,685 | 25,227 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $4,244,901 | 25,950 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||