Morton Brown Family Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1909851 ALLENTOWN, PA

Position in PG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$26,101

+$2,413 QoQ

Shares Held

178

+8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,938

of 4,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $28,393 across 2 Household & Personal Products names. PG ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	178	$26,101
2	CL	Colgate Palmolive Co	25	$2,292

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,101	178	+8.5%	Shares	Sole	2026-07-21
2026-03-31	$23,688	164	0.0%	Shares	Sole	2026-04-21
2025-12-31	$23,502	164	-20.8%	Shares	Sole	2026-01-28
2025-09-30	$31,805	207	-17.5%	Shares	Sole	2025-10-21
2025-06-30	$39,989	251	0.0%	Shares	Sole	2025-07-24
2025-03-31	$42,775	251	+84.6%	Shares	Sole	2025-04-25
2024-12-31	$22,800	136	0.0%	Shares	Sole	2025-01-31
2024-09-30	$23,555	136	0.0%	Shares	Sole	2024-10-24
2024-06-30	$22,429	136	0.0%	Shares	Sole	2024-07-30
2024-03-31	$22,066	136	-67.4%	Shares	Sole	2024-04-23
2023-12-31	$61,107	417	+206.6%	Shares	Sole	2024-01-29
2023-09-30	$19,836	136	0.0%	Shares	Sole	2023-10-18
2023-06-30	$20,636	136	-12.3%	Shares	Sole	2023-07-25
2023-03-31	$23,046	155	+14.0%	Shares	Sole	2023-04-26
2022-12-31	$20,612	136	0.0%	Shares	Sole	2023-02-02
2022-09-30	$17,170	136	-23.2%	Shares	Sole	2022-10-31
2022-06-30	$25,450	177	+30.1%	Shares	Sole	2022-07-21
2022-03-31	$20,780	136	-53.3%	Shares	Sole	2022-04-20
2021-12-31	$47,601	291	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.