Provenance Wealth Advisors, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 2081584
FORT LAUDERDALE, FL
Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$276,269
+$9,922 QoQ
Shares Held
1,884
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,441
of 4,001 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $293,649 across 4 Household & Personal Products names. PG ranks #1 (94.1% of the industry book) .
All Filings in PG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,269 | 1,884 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $266,347 | 1,844 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $264,263 | 1,844 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $291,781 | 1,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $302,548 | 1,899 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $323,627 | 1,899 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $318,367 | 1,899 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $328,906 | 1,899 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $292,238 | 1,772 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $296,430 | 1,827 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $259,668 | 1,772 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $258,463 | 1,772 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||