Apella Capital, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1801507 WEST HARTFORD, CT

Position in PG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,641,951

+$11,308 QoQ

Shares Held

24,836

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,285

of 3,996 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Apella Capital, LLC holds $4,394,095 across 3 Household & Personal Products names. PG ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	24,836	$3,641,951
2	CL	Colgate Palmolive Co	4,375	$401,100
3	KMB	Kimberly Clark Corp	3,198	$351,044

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,641,951	24,836	-1.2%	Shares	Sole	2026-07-08
2026-03-31	$3,630,643	25,136	+47.6%	Shares	Sole	2026-04-20
2025-12-31	$2,440,999	17,033	-0.3%	Shares	Sole	2026-01-21
2025-09-30	$2,624,802	17,083	+8.2%	Shares	Sole	2025-10-17
2025-06-30	$2,515,184	15,787	+9.2%	Shares	Sole	2025-07-08
2025-03-31	$2,464,614	14,462	+23.8%	Shares	Sole	2025-04-10
2024-12-31	$1,957,984	11,679	+3.5%	Shares	Sole	2025-01-14
2024-09-30	$1,954,735	11,286	+5.8%	Shares	Sole	2024-10-03
2024-06-30	$1,758,541	10,663	+13.9%	Shares	Sole	2024-07-10
2024-03-31	$1,519,471	9,365	-4.6%	Shares	Sole	2024-04-10
2023-12-31	$1,438,583	9,817	+0.2%	Shares	Sole	2024-01-05
2023-09-30	$1,429,573	9,801	-0.2%	Shares	Sole	2023-10-10
2023-06-30	$1,489,783	9,818	-22.2%	Shares	Sole	2023-07-06
2022-12-31	$1,912,990	12,622	+5.1%	Shares	Sole	2023-01-10
2022-09-30	$1,515,631	12,005	+0.9%	Shares	Sole	2022-10-11
2022-06-30	$1,710,525	11,896	+9.4%	Shares	Sole	2022-07-08
2022-03-31	$1,661,394	10,873	+42.7%	Shares	Sole	2022-04-11
2021-12-31	$1,246,479	7,620	-1.0%	Shares	Sole	2022-01-13
2021-09-30	$1,076,320	7,699	-4.2%	Shares	Sole	2022-01-18
2021-06-30	$1,084,702	8,039	-25.8%	Shares	Sole	2022-01-18
2021-03-31	$1,467,519	10,836	-4.7%	Shares	Sole	2021-04-15
2020-12-31	$1,582,021	11,370	-1.0%	Shares	Sole	2021-02-18
2020-09-30	$1,596,995	11,490	+3.6%	Shares	Sole	2020-10-22
2020-06-30	$1,326,031	11,090	0.0%	Shares	Sole	2020-07-20
2020-03-31	$1,219,900	11,090	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.