Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,593,768
+$670,550 QoQ
Shares Held
17,688
+32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,517
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, 2026Forum Financial Management, LP holds $3,719,907 across 3 Household & Personal Products names. PG ranks #1 (69.7% 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 | $2,593,768 | 17,688 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,923,218 | 13,315 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,642,957 | 32,398 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,045,712 | 32,839 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,010,243 | 25,171 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,175,801 | 24,503 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,062,830 | 24,234 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $3,726,224 | 21,514 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,650,009 | 22,132 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,344,621 | 20,614 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,329,535 | 22,721 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,153,201 | 21,618 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,138,134 | 20,681 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,903,469 | 19,527 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,947,993 | 19,451 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,596,331 | 20,565 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,833,957 | 19,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,465,656 | 22,681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,488,343 | 21,325 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||