Marshall & Sterling Wealth Advisors Inc.
Position in PG — PROCTER & GAMBLE Co
CIK 2056315
POUGHKEEPSIE, NY
Position in PG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$884,385
+$13,412 QoQ
Shares Held
6,031
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#2,397
of 4,003 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $887,348 across 2 Household & Personal Products names. PG ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,031 | $884,385 | |
| 2 | KMB |
Kimberly Clark Corp
|
27 | $2,963 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,385 | 6,031 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $870,973 | 6,030 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $965,479 | 6,737 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,091,371 | 7,103 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,166,376 | 7,321 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,277,464 | 7,496 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,421,504 | 8,479 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||