Ascent Wealth Partners, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1546865 NEW HARTFORD, NY

Position in PG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$296,212

+$4,444 QoQ

Shares Held

2,020

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,371

of 3,996 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $6,261,345 across 4 Household & Personal Products names. PG ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EL	Estee Lauder Companies Inc	66,847	$5,277,570
2	CHD	Church & Dwight Co Inc /De/	4,630	$448,554
3	PG	PROCTER & GAMBLE Co This page	2,020	$296,212
4	CL	Colgate Palmolive Co	2,607	$239,009

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,212	2,020	0.0%	Shares	Sole	2026-07-31
2026-03-31	$291,768	2,020	+9.8%	Shares	Sole	2026-05-06
2025-12-31	$263,690	1,840	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$283,945	1,848	-1.9%	Shares	Sole	2025-10-21
2025-06-30	$299,999	1,883	-50.5%	Shares	Sole	2025-08-12
2025-03-31	$648,277	3,804	+49.8%	Shares	Sole	2025-05-02
2024-12-31	$425,831	2,540	0.0%	Shares	Sole	2025-02-04
2024-09-30	$439,928	2,540	-1.1%	Shares	Sole	2024-10-31
2024-06-30	$423,514	2,568	-1.6%	Shares	Sole	2024-07-31
2024-03-31	$423,472	2,610	0.0%	Shares	Sole	2024-05-01
2023-12-31	$382,469	2,610	-1.1%	Shares	Sole	2024-01-22
2023-09-30	$384,778	2,638	+94.5%	Shares	Sole	2023-10-20
2023-06-30	$205,759	1,356	-51.5%	Shares	Sole	2023-08-04
2022-06-30	$402,180	2,797	+16.7%	Shares	Sole	2022-08-10
2022-03-31	$366,261	2,397	-4.1%	Shares	Sole	2022-05-02
2021-09-30	$349,500	2,500	+3.0%	Shares	Sole	2021-11-01
2021-06-30	$327,475	2,427	-0.9%	Shares	Sole	2021-07-30
2021-03-31	$331,668	2,449	+0.0%	Shares	Sole	2021-04-26
2020-12-31	$340,614	2,448	-13.5%	Shares	Sole	2021-02-02
2020-09-30	$393,480	2,831	-5.4%	Shares	Sole	2020-10-22
2020-06-30	$357,873	2,993	0.0%	Shares	Sole	2020-07-21
2020-03-31	$329,230	2,993	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.