Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$180,807
+$3,580 QoQ
Shares Held
1,233
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#3,767
of 3,996 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Mascoma Wealth Management LLC holds $235,098 across 4 Household & Personal Products names. PG ranks #1 (76.9% of the industry book) .
All Filings in PG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,807 | 1,233 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $177,227 | 1,227 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $176,127 | 1,229 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $280,872 | 1,828 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $327,561 | 2,056 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $362,142 | 2,125 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $356,256 | 2,125 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $356,099 | 2,056 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $339,075 | 2,056 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $249,540 | 1,538 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $229,335 | 1,565 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $232,646 | 1,595 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $237,473 | 1,565 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $478,335 | 3,217 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $346,617 | 2,287 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $336,708 | 2,667 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $340,350 | 2,367 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $361,677 | 2,367 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $287,246 | 1,756 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $529,282 | 3,786 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $542,418 | 4,020 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $544,428 | 4,020 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $619,312 | 4,451 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||