Annex Advisory Services, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1542287 BROOKFIELD, WI

Position in PG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,833,879

-$462,717 QoQ

Shares Held

12,506

-21.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,769

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Annex Advisory Services, LLC holds $3,065,453 across 3 Household & Personal Products names. PG ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	12,506	$1,833,879
2	KMB	Kimberly Clark Corp	6,408	$703,406
3	CL	Colgate Palmolive Co	5,761	$528,168

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,833,879	12,506	-21.3%	Shares	Sole	2026-07-10
2026-03-31	$2,296,596	15,900	-3.3%	Shares	Sole	2026-04-16
2025-12-31	$2,356,589	16,444	-32.4%	Shares	Sole	2026-01-26
2025-09-30	$3,737,536	24,325	-4.0%	Shares	Sole	2025-10-17
2025-06-30	$4,036,531	25,336	-3.5%	Shares	Sole	2025-07-11
2025-03-31	$4,474,547	26,256	-23.3%	Shares	Sole	2025-04-11
2024-12-31	$5,736,144	34,215	+5.3%	Shares	Sole	2025-01-16
2024-09-30	$5,629,519	32,503	-3.1%	Shares	Sole	2024-10-10
2024-06-30	$5,530,427	33,534	-5.0%	Shares	Sole	2024-07-12
2024-03-31	$5,729,858	35,315	+1.0%	Shares	Sole	2024-04-12
2023-12-31	$5,126,262	34,982	-5.7%	Shares	Sole	2024-02-13
2023-09-30	$5,412,427	37,107	-3.2%	Shares	Sole	2023-11-01
2023-06-30	$5,814,525	38,319	+142.1%	Shares	Sole	2023-07-24
2023-03-31	$2,353,465	15,828	-9.4%	Shares	Sole	2023-04-27
2022-12-31	$2,647,904	17,471	-1.8%	Shares	Sole	2023-01-30
2022-09-30	$2,245,103	17,783	-5.4%	Shares	Sole	2022-10-24
2022-06-30	$2,701,670	18,789	+32.7%	Shares	Sole	2022-07-27
2022-03-31	$2,164,259	14,164	+31.5%	Shares	Sole	2022-04-13
2021-12-31	$1,761,920	10,771	-5.1%	Shares	Sole	2022-01-31
2021-09-30	$1,586,450	11,348	+19.9%	Shares	Sole	2021-10-18
2021-06-30	$1,277,517	9,468	+4.1%	Shares	Sole	2021-07-29
2021-03-31	$1,231,735	9,095	-0.1%	Shares	Sole	2021-04-22
2020-12-31	$1,267,287	9,108	+8.3%	Shares	Sole	2021-01-28
2020-09-30	$1,169,322	8,413	+58.3%	Shares	Sole	2020-10-23
2020-06-30	$635,634	5,316	+13.3%	Shares	Sole	2020-07-21
2020-03-31	$516,230	4,693	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.