Position in PG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$852,858
-$23,170 QoQ
Shares Held
5,816
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,426
of 4,000 holders
Holding Since
Jun 2022
17 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, 2026Quantum Financial Advisors, LLC holds $1,084,533 across 2 Household & Personal Products names. PG ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
5,816 | $852,858 | |
| 2 | CL |
Colgate Palmolive Co
|
2,527 | $231,675 |
All Filings in PG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,858 | 5,816 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $876,028 | 6,065 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $751,947 | 5,247 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $685,432 | 4,461 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $652,415 | 4,095 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $608,228 | 3,569 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $607,060 | 3,621 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $657,640 | 3,797 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $626,201 | 3,797 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $616,063 | 3,797 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $564,032 | 3,849 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $764,014 | 5,238 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $576,460 | 3,799 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $605,168 | 4,070 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $646,554 | 4,266 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $472,680 | 3,744 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $532,310 | 3,702 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||