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Procter & Gamble Company shares owned by LiftPoint Family Wealth Advisors

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

Historical chart of LiftPoint Family Wealth Advisors investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by LiftPoint Family 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 LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 1.6k 146.64

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Blackrock Etf Trust Isha Us Them Etf (THRO)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Apple (AAPL)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

Top funds holding Procter & Gamble Company

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
FMR
Franklin Resources
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Ubs Global Asset Management Americas
Legal & General Group

View all funds holding Procter & Gamble Company