ELEVATION WEALTH PARTNERS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1976256 WALNUT CREEK, CA

Position in PG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$301,785

+$57,393 QoQ

Shares Held

2,058

+21.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,352

of 3,996 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $634,170 across 10 Household & Personal Products names. PG ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	2,058	$301,785
2	CL	Colgate Palmolive Co	2,448	$224,432
3	CLX	Clorox Co /De/	427	$40,752
4	KMB	Kimberly Clark Corp	150	$16,465
5	UL	Unilever PLC	222	$13,346
6	KVUE	Kenvue Inc.	682	$13,033
7	EL	Estee Lauder Companies Inc	127	$10,026
8	SPB	Spectrum Brands Holdings, Inc.	82	$7,031

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,785	2,058	+21.6%	Shares	Sole	2026-07-08
2026-03-31	$244,392	1,692	+1.0%	Shares	Sole	2026-04-14
2025-12-31	$240,187	1,676	-15.5%	Shares	Sole	2026-01-09
2025-09-30	$304,687	1,983	-5.2%	Shares	Sole	2025-10-14
2025-06-30	$333,297	2,092	0.0%	Shares	Sole	2025-07-08
2025-03-31	$356,518	2,092	0.0%	Shares	Sole	2025-04-09
2024-12-31	$350,723	2,092	0.0%	Shares	Sole	2025-01-29
2024-09-30	$362,334	2,092	+0.0%	Shares	Sole	2024-10-04
2024-06-30	$344,847	2,091	-3.4%	Shares	Sole	2024-07-09
2024-03-31	$351,109	2,164	-27.2%	Shares	Sole	2024-04-19
2023-12-31	$435,370	2,971	+599.1%	Shares	Sole	2024-01-17
2023-09-30	$61,990	425	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$64,186	423	+0.5%	Shares	Sole	2023-07-06
2023-03-31	$62,598	421	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.