MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1607355
GLASTONBURY, CT
Position in PG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$674,104
-$33,218 QoQ
Shares Held
4,597
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,630
of 3,996 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,544,475 across 6 Household & Personal Products names. PG ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,597 | $674,104 | |
| 2 | CL |
Colgate Palmolive Co
|
5,824 | $533,944 | |
| 3 | CLX |
Clorox Co /De/
|
1,400 | $133,616 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
1,100 | $106,568 | |
| 5 | EL |
Estee Lauder Companies Inc
|
1,080 | $85,266 | |
| 6 | KMB |
Kimberly Clark Corp
|
100 | $10,977 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,104 | 4,597 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $707,322 | 4,897 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $799,239 | 5,577 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $896,855 | 5,837 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $937,916 | 5,887 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,020,304 | 5,987 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,054,015 | 6,287 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,103,630 | 6,372 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,100,346 | 6,672 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,082,532 | 6,672 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $992,368 | 6,772 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $990,681 | 6,792 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,038,205 | 6,842 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,069,378 | 7,192 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,097,445 | 7,241 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,052,167 | 8,334 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,198,345 | 8,334 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,262,586 | 8,263 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,741,636 | 10,647 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,499,494 | 10,726 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,710,237 | 12,675 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,412,399 | 10,429 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,451,091 | 10,429 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,282,043 | 9,224 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,025,791 | 8,579 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $973,170 | 8,847 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||