Position in PG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,370,227
+$80,751 QoQ
Shares Held
22,983
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,338
of 3,996 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $13,276,605 across 4 Household & Personal Products names. PG ranks #2 (25.4% of the industry book) .
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,370,227 | 22,983 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,289,476 | 22,774 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,861,413 | 54,856 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,727,012 | 56,798 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,880,815 | 55,742 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,236,082 | 54,196 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,217,564 | 54,981 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,253,729 | 53,428 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,565,120 | 51,935 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,908,876 | 48,745 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,505,903 | 64,869 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,090,838 | 48,614 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,492,314 | 49,376 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,117,046 | 47,865 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,588,623 | 36,874 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||