Position in PG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$233,450
-$31,741 QoQ
Shares Held
1,592
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,600
of 3,996 holders
Holding Since
Mar 2025
5 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, 2026FORM Wealth Advisors, LLC holds $580,917 across 2 Household & Personal Products names. PG ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
3,790 | $347,467 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
1,592 | $233,450 |
All Filings in PG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,450 | 1,592 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $265,191 | 1,836 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $262,973 | 1,835 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $305,097 | 1,915 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $326,354 | 1,915 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||