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Procter & Gamble Company shares owned by FORM Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by FORM 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 FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $305k 1.9k 159.34
2025-03-31 $326k 1.9k 170.45

More positions owned by FORM Wealth Advisors

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM 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