Position in PG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,379,857
-$2,089,110 QoQ
Shares Held
125,340
-12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
6.02%
of 13F equity value
Holder Rank
#531
of 4,001 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $18,588,011 across 2 Household & Personal Products names. PG ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
125,340 | $18,379,857 | |
| 2 | CLX |
Clorox Co /De/
|
2,181 | $208,154 |
All Filings in PG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,379,857 | 125,340 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $20,468,967 | 142,830 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $23,172,571 | 150,814 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,101,301 | 113,616 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,359,712 | 113,600 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,373,298 | 115,558 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,285,010 | 117,119 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $19,484,803 | 118,147 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||