Elevate Wealth Advisory, Inc / PG
Elevate Wealth Advisory, Inc’s Procter & Gamble Co Position
Does Elevate Wealth Advisory, Inc own Procter & Gamble Co (PG)? Not currently — the last reported position was 8.2K shares worth $1M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$1M
Q4 2023
Shares
8.2K
% of Portfolio
+1.10%
Quarters Held
1
position exited
Position History PG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 8.2K | $1M | +1.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevate Wealth Advisory, Inc’s full portfolio or all institutional holders of PG.