HTG Investment Advisors, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1963875 NEW CANAAN, CT

Position in PG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$894,650

-$18,355 QoQ

Shares Held

6,101

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#2,379

of 3,996 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Consumer Defensive · as of Jun 30, 2026

HTG Investment Advisors, Inc. holds $1,642,025 across 2 Household & Personal Products names. PG ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	6,101	$894,650
2	CL	Colgate Palmolive Co	8,152	$747,375

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$894,650	6,101	-3.5%	Shares	Defined	2026-08-06
2026-03-31	$913,005	6,321	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$900,703	6,285	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$969,377	6,309	-8.0%	Shares	Defined	2025-11-07
2025-06-30	$1,092,457	6,857	-0.2%	Shares	Defined	2025-07-23
2025-03-31	$1,170,614	6,869	-0.2%	Shares	Defined	2025-05-02
2024-12-31	$1,153,432	6,880	+0.3%	Shares	Defined	2025-01-27
2024-09-30	$1,187,632	6,857	-1.4%	Shares	Defined	2024-11-04
2024-06-30	$1,146,688	6,953	+0.1%	Shares	Defined	2024-07-31
2024-03-31	$1,127,313	6,948	-0.3%	Shares	Defined	2024-04-29
2023-12-31	$1,021,383	6,970	+1.4%	Shares	Defined	2024-01-29
2023-09-30	$1,003,079	6,877	-13.4%	Shares	Defined	2023-10-24
2023-06-30	$1,204,360	7,937	+24.4%	Shares	Sole	2023-07-17
2023-03-31	$948,790	6,381	-0.4%	Shares	Sole	2023-04-13
2022-12-31	$970,893	6,406	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.