Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$216,733
+$3,251 QoQ
Shares Held
1,478
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,680
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, 2026Holos Integrated Wealth LLC holds $359,644 across 5 Household & Personal Products names. PG ranks #1 (60.3% of the industry book) .
All Filings in PG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,733 | 1,478 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $213,482 | 1,478 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $211,812 | 1,478 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $174,546 | 1,136 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $180,987 | 1,136 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $193,597 | 1,136 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $190,450 | 1,136 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||