SEC 13F Intelligence

Frg Family Wealth Advisors LLC / PG

Frg Family Wealth Advisors LLC’s Procter & Gamble Co Position

Does Frg Family Wealth Advisors LLC own Procter & Gamble Co (PG)? Yes49.5K shares worth $7M (+1.17% of its 13F portfolio) as of Q1 2026, down from 52.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
49.5K
% of Portfolio
+1.17%
Quarters Held
18
currently held

Position History PG

Reported value by quarter
Q4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $8MQ3 ’22Q4 ’22: $10MQ1 ’23: $9MQ2 ’23: $9MQ2 ’23Q3 ’23: $9MQ4 ’23: $9MQ1 ’24: $9MQ1 ’24Q2 ’24: $10MQ3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $8MQ3 ’25Q4 ’25: $7MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.5K$7M+1.17%
Q4 202552.3K$7M+1.16%
Q3 202553.5K$8M+1.32%
Q2 202555.0K$9M+1.52%
Q1 202555.4K$9M+1.83%
Q4 202456.0K$9M+1.70%
Q3 202456.0K$10M+1.74%
Q2 202457.0K$10M+1.85%
Q1 202457.1K$9M+1.83%
Q4 202360.4K$9M+1.80%
Q3 202360.4K$9M+1.99%
Q2 202361.9K$9M+2.06%
Q1 202362.5K$9M+2.13%
Q4 202263.4K$10M+2.29%
Q3 202265.4K$8M+2.04%
Q2 202265.5K$9M+2.17%
Q1 202265.5K$10M+1.95%
Q4 202165.8K$11M+2.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Frg Family Wealth Advisors LLC’s full portfolio or all institutional holders of PG.