Three Magnolias Financial Advisors, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 2056795
WINSTON-SALEM, NC
Position in PG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$321,581
+$4,825 QoQ
Shares Held
2,193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#3,297
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, 2026Three Magnolias Financial Advisors, LLC holds $881,837 across 2 Household & Personal Products names. PG ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
6,111 | $560,256 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
2,193 | $321,581 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,581 | 2,193 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $316,756 | 2,193 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $273,722 | 1,910 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $293,471 | 1,910 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $224,641 | 1,410 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $240,292 | 1,410 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $242,589 | 1,447 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||