Klingman & Associates, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1662449 New York, NY

Position in PG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,246,964

+$778 QoQ

Shares Held

15,323

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,618

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Klingman & Associates, LLC holds $2,903,272 across 3 Household & Personal Products names. PG ranks #1 (77.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	15,323	$2,246,964
2	CL	Colgate Palmolive Co	4,234	$388,173
3	UL	Unilever PLC	4,460	$268,135

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,246,964	15,323	-1.5%	Shares	Sole	2026-07-29
2026-03-31	$2,246,186	15,551	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$2,212,419	15,438	-7.2%	Shares	Sole	2026-01-29
2025-09-30	$2,556,275	16,637	+20.5%	Shares	Sole	2025-10-27
2025-06-30	$2,198,775	13,801	+13.9%	Shares	Sole	2025-07-30
2025-03-31	$2,064,979	12,117	+18.0%	Shares	Sole	2025-05-13
2024-12-31	$1,721,430	10,268	-1.2%	Shares	Sole	2025-01-31
2024-09-30	$1,799,894	10,392	+12.9%	Shares	Sole	2024-11-01
2024-06-30	$1,517,593	9,202	+7.3%	Shares	Sole	2024-07-30
2024-03-31	$1,391,780	8,578	-3.4%	Shares	Sole	2024-05-01
2023-12-31	$1,300,689	8,876	-1.4%	Shares	Sole	2024-01-29
2023-09-30	$1,313,323	9,004	-1.1%	Shares	Sole	2023-10-30
2023-06-30	$1,381,289	9,103	+4.8%	Shares	Sole	2023-07-31
2023-03-31	$1,291,967	8,689	+3.9%	Shares	Sole	2023-05-03
2022-12-31	$1,267,193	8,361	-2.4%	Shares	Sole	2023-02-03
2022-09-30	$1,081,583	8,567	+0.8%	Shares	Sole	2022-10-28
2022-06-30	$1,222,215	8,500	-1.2%	Shares	Sole	2022-07-27
2022-03-31	$1,314,080	8,600	+48.1%	Shares	Sole	2022-05-06
2021-12-31	$949,745	5,806	+0.7%	Shares	Sole	2022-01-31
2021-09-30	$805,667	5,763	-3.4%	Shares	Sole	2021-11-01
2021-06-30	$804,722	5,964	-12.3%	Shares	Sole	2021-07-27
2021-03-31	$921,465	6,804	+17.1%	Shares	Sole	2021-04-29
2020-12-31	$808,681	5,812	+12.5%	Shares	Sole	2021-02-09
2020-09-30	$717,883	5,165	+24.2%	Shares	Sole	2020-11-03
2020-06-30	$497,052	4,157	+20.4%	Shares	Sole	2020-08-04
2020-03-31	$379,940	3,454	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.