SEC 13F Intelligence

Orba Wealth Advisors, L.L.C. / PG

Orba Wealth Advisors, L.L.C.’s Procter & Gamble Co Position

Does Orba Wealth Advisors, L.L.C. own Procter & Gamble Co (PG)? Not currently — the last reported position was 23.2K shares worth $4M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2025
Shares
23.2K
% of Portfolio
+2.93%
Quarters Held
8
position exited

Position History PG

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202523.2K$4M+2.93%
Q2 202523.3K$4M+3.37%
Q1 202524.2K$4M+2.08%
Q4 202424.2K$4M+2.12%
Q3 202424.2K$4M+2.12%
Q2 202424.2K$4M+2.06%
Q1 202424.1K$4M+2.16%
Q4 202324.1K$4M+2.12%

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