Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,799,126
+$217,797 QoQ
Shares Held
12,269
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,784
of 3,996 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $2,149,251 across 2 Household & Personal Products names. PG ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
12,269 | $1,799,126 | |
| 2 | CL |
Colgate Palmolive Co
|
3,819 | $350,125 |
All Filings in PG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,799,126 | 12,269 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,581,329 | 10,948 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,102,483 | 7,693 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,182,183 | 7,694 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,055,176 | 6,623 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $950,261 | 5,576 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $660,205 | 3,938 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $460,786 | 2,794 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $357,923 | 2,206 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||