SEC 13F Intelligence

Independent Advisor Alliance / PG

Independent Advisor Alliance’s Procter & Gamble Co Position

Does Independent Advisor Alliance own Procter & Gamble Co (PG)? Yes119.4K shares worth $17M (+0.19% of its 13F portfolio) as of Q1 2026, down from 129.8K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
119.4K
% of Portfolio
+0.19%
Quarters Held
30
currently held

Position History PG

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ3 ’19: $19MQ4 ’19: $20MQ4 ’19Q1 ’20: $18MQ2 ’20: $19MQ3 ’20: $21MQ4 ’20: $22MQ4 ’20Q1 ’21: $21MQ2 ’21: $23MQ3 ’21: $26MQ4 ’21: $32MQ4 ’21Q1 ’22: $31MQ2 ’22: $30MQ3 ’22: $24MQ4 ’22: $24,363Q4 ’22Q1 ’23: $23MQ2 ’23: $23MQ3 ’23: $21MQ4 ’23: $21MQ4 ’23Q1 ’24: $21MQ2 ’24: $22MQ3 ’24: $24MQ4 ’24: $24MQ4 ’24Q1 ’25: $24MQ2 ’25: $21MQ3 ’25: $21MQ4 ’25: $19MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026119.4K$17M+0.19%
Q4 2025129.8K$19M+0.45%
Q3 2025134.3K$21M+0.54%
Q2 2025134.6K$21M+0.62%
Q1 2025138.0K$24M+0.78%
Q4 2024141.2K$24M+0.31%
Q3 2024136.1K$24M+0.86%
Q2 2024131.7K$22M+0.74%
Q1 2024131.5K$21M+0.77%
Q4 2023140.0K$21M+0.74%
Q3 2023141.3K$21M+0.93%
Q2 2023149.9K$23M+1.00%
Q1 2023151.8K$23M+1.09%
Q4 2022160.7K$24,363+0.01%
Q3 2022188.2K$24M+1.39%
Q2 2022209.2K$30M+1.68%
Q1 2022202.4K$31M+1.49%
Q4 2021197.2K$32M+1.59%
Q3 2021186.4K$26M+1.45%
Q2 2021168.8K$23M+1.25%
Q1 2021157.0K$21M+1.26%
Q4 2020155.3K$22M+1.47%
Q3 2020153.0K$21M+1.61%
Q2 2020156.9K$19M+2.01%
Q1 2020161.5K$18M+2.58%
Q4 2019156.4K$20M+0.85%
Q3 2019152.2K$19M+2.31%
Q2 2019150.1K$16M+2.32%
Q1 2019147.8K$15M+2.16%
Q4 2018139.4K$13M+2.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of PG.