Position in PG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$729,094
-$24,160 QoQ
Shares Held
4,972
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,566
of 3,996 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,008,431 across 8 Household & Personal Products names. PG ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,972 | $729,094 | |
| 2 | UL |
Unilever PLC
|
3,397 | $204,227 | |
| 3 | CL |
Colgate Palmolive Co
|
536 | $49,140 | |
| 4 | EL |
Estee Lauder Companies Inc
|
189 | $14,921 | |
| 5 | CLX |
Clorox Co /De/
|
39 | $3,722 | |
| 6 | KMB |
Kimberly Clark Corp
|
33 | $3,622 | |
| 7 | KVUE |
Kenvue Inc.
|
128 | $2,446 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
13 | $1,259 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,094 | 4,972 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $753,254 | 5,215 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $770,721 | 5,378 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $829,710 | 5,400 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $896,652 | 5,628 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $959,805 | 5,632 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,090,898 | 6,507 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,113,849 | 6,431 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,477,023 | 8,956 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,451,164 | 8,944 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,352,564 | 9,230 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,239,955 | 8,501 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,308,302 | 8,622 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,274,273 | 8,570 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,298,717 | 8,569 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,075,018 | 8,515 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,218,332 | 8,473 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,294,521 | 8,472 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,375,871 | 8,411 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,249,113 | 8,935 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,207,353 | 8,948 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,210,337 | 8,937 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,252,399 | 9,001 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,269,534 | 9,134 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,192,471 | 9,973 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,098,350 | 9,985 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||