Wescott Financial Advisory Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1864880 Philadelphia, PA

Position in PG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,512,321

+$164,491 QoQ

Shares Held

23,952

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,312

of 3,996 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Wescott Financial Advisory Group, LLC holds $4,222,786 across 3 Household & Personal Products names. PG ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	23,952	$3,512,321
2	UL	Unilever PLC	6,105	$367,032
3	CL	Colgate Palmolive Co	3,746	$343,433

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,512,321	23,952	+3.3%	Shares	Sole	2026-08-04
2026-03-31	$3,347,830	23,178	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$3,309,887	23,096	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$3,535,640	23,011	-0.2%	Shares	Sole	2025-11-05
2025-06-30	$3,674,556	23,064	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$3,944,030	23,143	-0.6%	Shares	Sole	2025-05-14
2024-12-31	$3,901,383	23,271	+0.3%	Shares	Sole	2025-02-12
2024-09-30	$4,016,681	23,191	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$3,817,238	23,146	+10.1%	Shares	Sole	2024-08-14
2024-03-31	$3,412,442	21,032	-4.0%	Shares	Sole	2024-05-13
2023-12-31	$3,211,277	21,914	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$3,195,792	21,910	-0.1%	Shares	Sole	2023-11-09
2023-06-30	$3,326,596	21,923	-16.3%	Shares	Sole	2023-08-11
2023-03-31	$3,895,529	26,199	+11.9%	Shares	Sole	2023-05-10
2022-12-31	$3,549,686	23,421	+1.8%	Shares	Sole	2023-02-06
2022-09-30	$2,904,886	23,009	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$3,242,320	22,549	+0.7%	Shares	Sole	2022-07-28
2022-03-31	$3,420,428	22,385	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$3,649,960	22,313	-2.5%	Shares	Sole	2022-01-31
2021-09-30	$3,200,581	22,894	+0.6%	Shares	Sole	2021-10-29
2021-06-30	$3,070,602	22,757	-1.4%	Shares	Sole	2021-08-10
2021-03-31	$3,125,318	23,077	0.0%	Shares	Sole	2021-06-25
2020-12-31	$3,210,933	23,077	—	Shares	Sole	2021-06-25
No filing history on record for this holder in this stock.