Pinnacle Wealth Planning Services, Inc.
Position in PG — PROCTER & GAMBLE Co
CIK 1726752
MANSFIELD, OH
Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,305,914
-$14,514 QoQ
Shares Held
15,725
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,601
of 3,996 holders
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,190,160 across 16 Household & Personal Products names. PG ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
15,725 | $2,305,914 | |
| 2 | UL |
Unilever PLC
|
3,560 | $214,027 | |
| 3 | CL |
Colgate Palmolive Co
|
1,634 | $149,805 | |
| 4 | EL |
Estee Lauder Companies Inc
|
1,440 | $113,688 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
841 | $81,476 | |
| 6 | IPAR |
Interparfums Inc
|
658 | $73,603 | |
| 7 | NWL |
Newell Brands Inc.
|
8,941 | $54,897 | |
| 8 | ODD |
Oddity Tech Ltd
|
2,983 | $45,132 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,305,914 | 15,725 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,320,428 | 16,065 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,239,362 | 15,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,372,048 | 15,438 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,394,420 | 15,029 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,728,083 | 16,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,612,489 | 15,583 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,773,335 | 21,786 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,976,311 | 18,047 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,904,437 | 17,901 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,678,897 | 18,281 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,711,974 | 18,593 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,849,828 | 18,781 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,871,798 | 19,314 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,864,331 | 18,899 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,708,161 | 13,530 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,288,561 | 15,916 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,401,404 | 15,716 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,310,730 | 14,126 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,743,585 | 12,472 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,651,003 | 12,236 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,538,484 | 11,360 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,652,843 | 11,879 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,578,648 | 11,358 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,498,211 | 12,530 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,541,210 | 14,011 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||