BAKER TILLY WEALTH MANAGEMENT, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1840565 MADISON, WI

Position in PG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,226,936

-$91,079 QoQ

Shares Held

8,367

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,084

of 3,996 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,417,080 across 3 Household & Personal Products names. PG ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	8,367	$1,226,936
2	UL	Unilever PLC	16,455	$989,274
3	CL	Colgate Palmolive Co	2,191	$200,870

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,226,936	8,367	-8.3%	Shares	Sole	2026-07-17
2026-03-31	$1,318,015	9,125	-1.4%	Shares	Sole	2026-04-10
2025-12-31	$1,326,763	9,258	+3.8%	Shares	Sole	2026-01-08
2025-09-30	$1,370,558	8,920	+21.9%	Shares	Sole	2025-10-09
2025-06-30	$1,165,425	7,315	-13.0%	Shares	Sole	2025-07-10
2025-03-31	$1,432,720	8,407	+1.4%	Shares	Sole	2025-04-09
2024-12-31	$1,389,650	8,289	+0.4%	Shares	Sole	2025-01-10
2024-09-30	$1,430,112	8,257	-4.8%	Shares	Sole	2024-10-24
2024-06-30	$1,430,681	8,675	-54.3%	Shares	Sole	2024-07-18
2024-03-31	$3,079,018	18,977	-3.5%	Shares	Sole	2024-05-09
2023-12-31	$2,880,976	19,660	-15.8%	Shares	Sole	2024-01-10
2023-09-30	$3,406,268	23,353	-40.4%	Shares	Sole	2023-10-10
2023-06-30	$5,945,476	39,182	+4.6%	Shares	Sole	2023-07-20
2023-03-31	$5,571,711	37,472	+8.8%	Shares	Sole	2023-04-12
2022-12-31	$5,219,877	34,441	+6.8%	Shares	Sole	2023-01-26
2022-09-30	$4,072,825	32,260	+0.5%	Shares	Sole	2022-10-20
2022-06-30	$4,614,077	32,089	+5.5%	Shares	Sole	2022-07-28
2022-03-31	$4,649,551	30,429	-4.3%	Shares	Sole	2022-04-27
2021-12-31	$5,203,316	31,809	+6.8%	Shares	Sole	2022-02-08
2021-09-30	$4,165,480	29,796	+10.7%	Shares	Sole	2021-11-02
2021-06-30	$3,631,101	26,911	+12.0%	Shares	Sole	2021-07-30
2021-03-31	$3,255,195	24,036	+71.6%	Shares	Sole	2021-04-28
2020-12-31	$1,948,933	14,007	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.