The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership27,241 shares
Latest Disclosed Value $ 3,934,676
Inspirion Wealth Advisors, Llc reports 2.62% decrease in ownership of PG / The Procter & Gamble Company

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 27,241 shares of The Procter & Gamble Company (MX:PG) valued at $3,934,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 27,974 shares of The Procter & Gamble Company. This represents a change in shares of -2.62% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F PROCTER & GAMBLE COM 742718109 27,241 -733 -2.62 3,935 -1.85 0.4899
2026-01-09 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 27,974 -1,188 -4.07 4,009 -20.63 0.4909
2025-10-06 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 29,162 850 3.00 5,051 11.97 0.7068
2025-07-09 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 28,312 -202 -0.71 4,511 -7.18 0.5970
2025-04-09 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 28,514 -53 -0.19 4,859 5.47 0.6750
2025-01-15 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 28,567 -595 -2.04 4,608 -8.77 0.6436
2024-10-04 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 29,162 15 0.05 5,051 5.08 0.7063
2024-07-12 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 29,147 15 0.05 4,807 1.69 0.7353
2024-04-12 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 29,132 -78 -0.27 4,727 8.79 0.7811
2024-01-10 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 29,210 -398 -1.34 4,345 0.60 0.7830
2023-10-13 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 29,608 -187 -0.63 4,319 -4.49 0.8422
2023-07-20 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 29,795 -25 -0.08 4,521 1.99 0.8662
2023-04-07 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 29,820 350 1.19 4,434 -0.74 0.8892
2023-01-18 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 29,470 94 0.32 4,466 20.41 0.9462
2022-10-19 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 29,376 609 2.12 3,709 -10.35 0.8364
2022-07-27 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 28,767 -34 -0.12 4,137 -6.64 0.9080
2022-04-14 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 28,801 121 0.42 4,431 -5.56 0.9070
2022-01-21 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 28,680 -191 -0.66 4,692 16.25 0.9890
2021-10-08 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 28,871 527 1.86 4,036 5.54 0.9285
2021-07-16 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 28,344 24 0.08 3,824 -0.29 0.9423
2021-04-15 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 28,320 978 3.58 3,835 0.81 1.0166
2021-01-22 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 27,342 -519 -1.86 3,804 -1.76 1.0707
2020-10-14 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 27,861 8 0.03 3,872 16.28 1.3306
2020-07-09 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 27,853 1,265 4.76 3,330 13.85 1.3074
2020-04-23 2020-03-31 13F PROCTER & GAMBLE COM 742718109 26,588 -609 -2.24 2,925 -13.89 1.4436
2020-01-14 2019-12-31 13F PROCTER & GAMBLE COM 742718109 27,197 10 0.04 3,397 0.44 1.1468
2019-10-22 2019-09-30 13F PROCTER & GAMBLE COM 742718109 27,187 832 3.16 3,382 17.02 1.4813
2019-07-15 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 26,355 11 0.04 2,890 5.44 1.2480
2019-04-16 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 26,344 -39 -0.15 2,741 13.03 1.2138
2019-01-22 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 26,383 12 0.05 2,425 10.48 1.2106
2018-11-14 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 26,371 -19 -0.07 2,195 6.55 0.9308
2018-07-19 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 26,390 5,250 24.83 2,060 22.91 0.9704
2018-04-18 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 21,140 1,762 9.09 1,676 -5.84 0.8191
2018-01-16 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 19,378 4,612 31.23 1,780 32.54 0.8644
2017-11-14 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 14,766 -17 -0.11 1,343 4.27 0.6810
2017-07-19 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 14,783 -250 -1.66 1,288 -4.66 0.6992
2017-05-09 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 15,033 103 0.69 1,351 7.65 0.7644
2017-01-31 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 14,930 181 1.23 1,255 -5.21 0.7959
2016-11-14 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 14,749 0 0.00 1,324 6.00 0.8587
2016-08-02 2016-06-30 13F PROCTER & GAMBLE COM 742718109 14,749 99 0.68 1,249 3.57 0.8163
2016-04-27 2016-03-31 13F PROCTER & GAMBLE COM 742718109 14,650 500 3.53 1,206 7.30 0.8453
2016-01-13 2015-12-31 13F PROCTER & GAMBLE COM 742718109 14,150 -500 -3.41 1,124 6.64 0.8247
2015-10-21 2015-09-30 13F PROCTER & GAMBLE COM 742718109 14,650 -9 -0.06 1,054 -8.11 0.8324
2015-08-07 2015-06-30 13F PROCTER & GAMBLE COM 742718109 14,659 1,000 7.32 1,147 2.50 0.8483
2015-06-02 2015-03-31 13F PROCTER & GAMBLE COM 742718109 13,659 1,900 16.16 1,119 4.48 0.9007
2015-02-13 2014-12-31 13F PROCTER & GAMBLE COM 742718109 11,759 11,759 1,071 0.9927
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.