CBIZ Investment Advisory Services, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1795934
INDEPENDENCE, OH
Position in PG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,018
+$675 QoQ
Shares Held
307
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,910
of 4,003 holders
Holding Since
Mar 2020
14 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, 2026CBIZ Investment Advisory Services, LLC holds $54,342 across 3 Household & Personal Products names. PG ranks #1 (82.8% of the industry book) .
All Filings in PG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,018 | 307 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,343 | 307 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $91,431 | 638 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,072 | 417 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $71,056 | 446 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $61,010 | 358 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $16,429 | 98 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,722 | 85 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,183 | 86 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,791 | 85 | Shares | Sole | 2024-05-13 | |
| 2020-12-31 | $85,431 | 614 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $85,339 | 614 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $73,415 | 614 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $67,540 | 614 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||