Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,668,114
-$981,595 QoQ
Shares Held
18,195
-28.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,498
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BSW Wealth Partners holds $2,987,068 across 2 Household & Personal Products names. PG ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
18,195 | $2,668,114 | |
| 2 | CL |
Colgate Palmolive Co
|
3,479 | $318,954 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,668,114 | 18,195 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,649,709 | 25,268 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,647,239 | 25,450 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,129,343 | 26,875 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,183,743 | 26,260 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,488,692 | 26,339 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,472,231 | 26,676 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,873,155 | 28,136 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,596,650 | 27,872 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,544,784 | 28,011 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,111,033 | 28,054 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,395,053 | 30,132 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,122,927 | 27,171 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,135,514 | 27,813 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,195,332 | 27,681 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,642,060 | 28,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,112,825 | 28,603 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,367,176 | 28,581 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,789,949 | 29,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,072,374 | 29,130 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,943,464 | 29,226 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,952,389 | 29,184 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,278,555 | 30,750 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,375,683 | 31,482 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,942,462 | 32,972 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,090,670 | 28,097 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||