Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,209
-$2,457 QoQ
Shares Held
131
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,954
of 4,002 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, 2026Sunrise Financial Services, LLC holds $29,850 across 2 Household & Personal Products names. PG ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
131 | $19,209 | |
| 2 | UL |
Unilever PLC
|
177 | $10,641 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,209 | 131 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $21,666 | 150 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,057 | 126 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||