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Procter & Gamble Company shares owned by Monograph Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $795k 5.6k 143.31
2025-09-30 $853k 5.6k 153.65
2024-03-31 $1.4M 8.7k 162.25
2023-12-31 $303k 2.1k 146.54
2023-09-30 $3.8M 26k 145.86

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA International Small Cap Value ETF Etf (DISV)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
DFA US Small Cap ETF Etf (DFAS)
NVIDIA Corporation (NVDA)
Vanguard Total Market Index ETF Etf (VTI)
Microsoft Corporation (MSFT)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

Top funds holding Procter & Gamble Company

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

View all funds holding Procter & Gamble Company