OneAscent Family Office, LLC
Family OfficePosition in PG — PROCTER & GAMBLE Co
CIK 2055812
BIRMINGHAM, AL
Position in PG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$896,996
+$436,233 QoQ
Shares Held
6,117
+91.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,381
of 4,003 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026OneAscent Family Office, LLC holds $1,150,041 across 2 Household & Personal Products names. PG ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,117 | $896,996 | |
| 2 | UL |
Unilever PLC
|
4,209 | $253,045 |
All Filings in PG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,996 | 6,117 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $460,763 | 3,190 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $298,944 | 2,086 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $228,323 | 1,486 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $240,732 | 1,511 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $498,648 | 2,926 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||