Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$248,701
-$5,513 QoQ
Shares Held
1,696
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#3,544
of 3,996 holders
Holding Since
Dec 2024
7 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, 2026VESTIA PERSONAL WEALTH ADVISORS holds $468,091 across 2 Household & Personal Products names. PG ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,696 | $248,701 | |
| 2 | CL |
Colgate Palmolive Co
|
2,393 | $219,390 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,701 | 1,696 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $254,214 | 1,760 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $260,967 | 1,821 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $292,395 | 1,903 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $274,349 | 1,722 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $280,000 | 1,643 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $277,963 | 1,658 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||