Position in PG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,812,053
+$22,092 QoQ
Shares Held
25,996
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,251
of 3,996 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $8,585,738 across 2 Household & Personal Products names. PG ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
52,069 | $4,773,685 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
25,996 | $3,812,053 |
All Filings in PG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,812,053 | 25,996 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,789,961 | 26,239 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,882,411 | 27,091 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,903,125 | 31,911 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,062,711 | 31,777 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,352,721 | 31,409 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,389,779 | 32,149 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,816,575 | 33,583 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,799,906 | 35,168 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,041,865 | 37,238 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,812,362 | 39,664 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||