Position in PG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$541,981
+$10,298 QoQ
Shares Held
3,696
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,852
of 3,996 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $744,928 across 6 Household & Personal Products names. PG ranks #1 (72.8% of the industry book) .
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,981 | 3,696 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $531,683 | 3,681 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $616,376 | 4,301 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $674,216 | 4,388 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $623,578 | 3,914 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $667,023 | 3,914 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $654,673 | 3,905 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $684,140 | 3,950 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $667,761 | 4,049 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $640,887 | 3,950 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $603,451 | 4,118 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $605,319 | 4,150 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $633,514 | 4,175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $78,359 | 527 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $79,872 | 527 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||