Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,904,938
+$119,125 QoQ
Shares Held
19,810
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,459
of 4,026 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $4,443,940 across 5 Household & Personal Products names. PG ranks #1 (65.4% of the industry book) .
All Filings in PG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,904,938 | 19,810 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,785,813 | 19,287 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $2,461,205 | 17,174 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,696,603 | 11,042 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,549,068 | 9,723 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $1,138,745 | 6,682 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,101,795 | 6,572 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||