Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$493,883
+$45,253 QoQ
Shares Held
3,368
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,915
of 3,996 holders
Holding Since
Jun 2024
9 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, 2026Optivise Advisory Services LLC holds $904,833 across 3 Household & Personal Products names. PG ranks #1 (54.6% of the industry book) .
All Filings in PG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,883 | 3,368 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $448,630 | 3,106 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $565,644 | 3,947 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $540,694 | 3,519 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $542,165 | 3,403 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $524,211 | 3,076 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $536,480 | 3,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $544,887 | 3,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $591,568 | 3,587 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||