Position in PG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$335,365
-$16,201 QoQ
Shares Held
2,287
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,270
of 4,003 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MOSAIC FINANCIAL GROUP, LLC holds $719,669 across 2 Household & Personal Products names. PG ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
3,501 | $384,304 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
2,287 | $335,365 |
All Filings in PG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,365 | 2,287 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $351,566 | 2,434 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $511,186 | 3,567 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $546,840 | 3,559 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $565,745 | 3,551 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $603,968 | 3,544 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $592,978 | 3,537 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $675,133 | 3,898 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $614,986 | 3,729 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $604,056 | 3,723 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||