Position in PG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$68,480
-$1,140 QoQ
Shares Held
467
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#3,867
of 3,996 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $84,960 across 5 Household & Personal Products names. PG ranks #1 (80.6% of the industry book) .
All Filings in PG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,480 | 467 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $69,620 | 482 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $66,495 | 464 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $77,285 | 503 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $91,290 | 573 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $105,830 | 621 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $103,943 | 620 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $104,786 | 605 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $89,716 | 544 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $58,247 | 359 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,576 | 79 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||