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Procter & Gamble Company shares owned by Centerline Wealth Advisors

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Centerline Wealth Advisors from 13F filings

Historical chart of Centerline Wealth Advisors investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Centerline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 1.9k 153.66
2025-06-30 $304k 1.9k 159.30
2025-03-31 $338k 2.0k 170.44
2024-12-31 $352k 2.1k 167.63

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Core 60/40 Balan (AOR)
Fidelity Covington Trust Msci Matls Index (FMAT)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Centerline Wealth Advisors

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Northern Trust
Jpmorgan Chase & Co
FMR
Franklin Resources
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Legal & General Group
State Farm Mutual Automobile Insurance Company

View all funds holding Procter & Gamble Company