Position in PG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$542,568
+$17,096 QoQ
Shares Held
3,700
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#2,853
of 4,003 holders
Holding Since
Dec 2025
3 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, 2026Zinnia Wealth Advisory, LLC holds $772,097 across 2 Household & Personal Products names. PG ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,700 | $542,568 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,091 | $229,529 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,568 | 3,700 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $525,472 | 3,638 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $547,300 | 3,819 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||