Whipplewood Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2052510 LITTLETON, CO

Position in PG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$40,765

-$29,288 QoQ

Shares Held

278

-42.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,914

of 4,000 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $54,409 across 5 Household & Personal Products names. PG ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	278	$40,765
2	CL	Colgate Palmolive Co	74	$6,784
3	UL	Unilever PLC	76	$4,569
4	CHD	Church & Dwight Co Inc /De/	18	$1,743
5	KMB	Kimberly Clark Corp	5	$548

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,765	278	-42.7%	Shares	Sole	2026-07-27
2026-03-31	$70,053	485	+83.0%	Shares	Sole	2026-04-30
2025-12-31	$37,977	265	+6.0%	Shares	Sole	2026-02-17
2025-09-30	$38,412	250	-66.0%	Shares	Sole	2025-11-06
2025-06-30	$117,098	735	-2.4%	Shares	Other	2025-07-31
2025-03-31	$54,193	753	-14.0%	Shares	Sole	2025-04-10
2024-12-31	$146,860	876	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.