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Level Financial Advisors → PG

Level Financial Advisors PG Position History

The Procter & Gamble Company • Consumer Defensive

Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.6M
Q4 2025$5.2M
Q1 2026$5M
Q2 2026$5.1M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M34.6K——
Q2 2026$5.1M34.6K——
Q1 2026$5M34.6K——
Q4 2025$5.2M36.5K——
Q3 2025$5.6M36.7K——

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