Avantax Planning Partners, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1005441 DUBUQUE, IA

Position in PG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,848,906

+$63,013 QoQ

Shares Held

53,525

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#877

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $11,601,090 across 5 Household & Personal Products names. PG ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	53,525	$7,848,906
2	KMB	Kimberly Clark Corp	29,102	$3,194,526
3	CLX	Clorox Co /De/	3,133	$299,013
4	UL	Unilever PLC	3,387	$203,626
5	COTY	Coty Inc.	25,472	$55,019

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,848,906	53,525	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$7,785,893	53,904	+4.7%	Shares	Sole	2026-05-04
2025-12-31	$7,377,742	51,481	-2.2%	Shares	Sole	2026-02-05
2025-09-30	$8,086,445	52,629	+2.9%	Shares	Sole	2025-10-31
2025-06-30	$8,150,651	51,159	-2.0%	Shares	Sole	2025-08-11
2025-03-31	$8,898,309	52,214	-4.0%	Shares	Sole	2025-04-29
2024-12-31	$9,117,645	54,385	+1.7%	Shares	Sole	2025-02-07
2024-09-30	$9,264,468	53,490	-14.1%	Shares	Sole	2024-11-14
2024-06-30	$10,269,898	62,272	+3.9%	Shares	Sole	2024-08-09
2024-03-31	$9,727,049	59,951	+141.1%	Shares	Sole	2024-05-03
2023-12-31	$3,643,130	24,861	-12.1%	Shares	Sole	2024-02-09
2023-09-30	$4,125,650	28,285	-25.6%	Shares	Sole	2023-11-06
2023-06-30	$5,768,092	38,013	-3.9%	Shares	Sole	2023-07-18
2023-03-31	$5,883,068	39,566	-24.9%	Shares	Sole	2023-04-21
2022-12-31	$7,988,576	52,709	-0.5%	Shares	Sole	2023-02-10
2022-09-30	$6,687,588	52,971	+1.5%	Shares	Sole	2022-10-14
2022-06-30	$7,501,668	52,171	+2.6%	Shares	Sole	2022-07-18
2022-03-31	$7,772,172	50,865	+1.5%	Shares	Sole	2022-05-09
2021-12-31	$8,198,138	50,117	+7.1%	Shares	Sole	2022-01-28
2021-09-30	$6,544,876	46,816	+1.0%	Shares	Sole	2021-10-27
2021-06-30	$6,256,973	46,372	+2.8%	Shares	Sole	2021-08-10
2021-03-31	$6,108,570	45,105	-5.5%	Shares	Sole	2021-05-06
2020-12-31	$6,643,378	47,746	-9.6%	Shares	Sole	2021-02-04
2020-09-30	$7,338,949	52,802	-3.3%	Shares	Sole	2020-10-28
2020-06-30	$6,526,130	54,580	+7.8%	Shares	Sole	2020-07-15
2020-03-31	$5,569,300	50,630	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.