Bogart Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1715740 MCLEAN, VA

Position in PG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,084,139

+$1,659,388 QoQ

Shares Held

68,768

+17.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#757

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bogart Wealth, LLC holds $11,105,817 across 15 Household & Personal Products names. PG ranks #1 (90.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	68,768	$10,084,139
2	CL	Colgate Palmolive Co	7,875	$721,980
3	KMB	Kimberly Clark Corp	1,444	$158,507
4	KVUE	Kenvue Inc.	2,960	$56,565
5	UL	Unilever PLC	597	$35,891
6	CLX	Clorox Co /De/	296	$28,250
7	EL	Estee Lauder Companies Inc	92	$7,263
8	CHD	Church & Dwight Co Inc /De/	39	$3,778

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,084,139	68,768	+17.9%	Shares	Sole	2026-07-24
2026-03-31	$8,424,751	58,327	-27.5%	Shares	Sole	2026-04-28
2025-12-31	$11,523,987	80,413	+3.9%	Shares	Sole	2026-01-30
2025-09-30	$11,894,507	77,413	+13.2%	Shares	Sole	2025-10-27
2025-06-30	$10,899,559	68,413	+2.7%	Shares	Sole	2025-07-30
2025-03-31	$11,349,119	66,595	+3.6%	Shares	Sole	2025-05-02
2024-12-31	$10,780,733	64,305	+0.9%	Shares	Sole	2025-01-30
2024-09-30	$11,040,807	63,746	-0.5%	Shares	Sole	2024-10-23
2024-06-30	$10,569,557	64,089	+23.0%	Shares	Sole	2024-07-31
2024-03-31	$8,455,658	52,115	-0.6%	Shares	Sole	2024-04-25
2023-12-31	$7,680,454	52,412	-1.8%	Shares	Sole	2024-02-07
2023-09-30	$7,781,193	53,347	-1.0%	Shares	Sole	2023-10-30
2023-06-30	$8,177,875	53,894	+0.5%	Shares	Sole	2023-07-31
2023-03-31	$7,975,285	53,637	+55.4%	Shares	Sole	2023-04-21
2022-12-31	$5,231,851	34,520	+1140.4%	Shares	Sole	2023-02-06
2022-09-30	$351,353	2,783	+1.8%	Shares	Sole	2022-11-03
2022-06-30	$393,121	2,734	+13.7%	Shares	Sole	2022-07-22
2022-03-31	$367,331	2,404	-2.5%	Shares	Sole	2022-04-22
2021-12-31	$403,388	2,466	+1.6%	Shares	Sole	2022-01-19
2021-09-30	$339,434	2,428	+9.0%	Shares	Sole	2021-10-15
2021-06-30	$300,489	2,227	0.0%	Shares	Sole	2021-08-06
2021-03-31	$301,602	2,227	+11.2%	Shares	Sole	2021-04-16
2020-12-31	$278,558	2,002	-3.0%	Shares	Sole	2021-01-14
2020-09-30	$286,875	2,064	-25.4%	Shares	Sole	2020-10-06
2020-06-30	$330,969	2,768	+4.1%	Shares	Sole	2020-07-08
2020-03-31	$292,600	2,660	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.