XML Financial, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1800465 BETHESDA, MD

Position in PG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,016,446

+$168,626 QoQ

Shares Held

13,751

+7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,702

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

XML Financial, LLC holds $7,816,003 across 4 Household & Personal Products names. PG ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	70,415	$4,233,349
2	PG	PROCTER & GAMBLE Co This page	13,751	$2,016,446
3	KMB	Kimberly Clark Corp	7,169	$786,941
4	CLX	Clorox Co /De/	8,165	$779,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,016,446	13,751	+7.5%	Shares	Sole	2026-07-24
2026-03-31	$1,847,820	12,793	-2.4%	Shares	Sole	2026-04-16
2025-12-31	$1,878,650	13,109	+5.0%	Shares	Sole	2026-02-11
2025-09-30	$1,919,088	12,490	-2.7%	Shares	Sole	2025-10-20
2025-06-30	$2,045,509	12,839	-0.3%	Shares	Sole	2025-07-17
2025-03-31	$2,193,987	12,874	-0.8%	Shares	Sole	2025-04-22
2024-12-31	$2,174,755	12,972	-1.0%	Shares	Sole	2025-01-17
2024-09-30	$2,268,400	13,097	-5.1%	Shares	Sole	2024-11-01
2024-06-30	$2,276,225	13,802	-4.2%	Shares	Sole	2024-07-22
2024-03-31	$2,338,347	14,412	+5.3%	Shares	Sole	2024-05-15
2023-12-31	$2,006,425	13,692	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$1,933,082	13,253	+2.1%	Shares	Sole	2023-11-06
2023-06-30	$1,969,433	12,979	+18.9%	Shares	Sole	2023-08-07
2023-03-31	$1,623,546	10,919	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$1,661,249	10,961	+7.9%	Shares	Sole	2023-02-10
2022-09-30	$1,282,573	10,159	+94.8%	Shares	Sole	2022-11-04
2022-06-30	$749,864	5,215	-50.1%	Shares	Sole	2022-08-01
2022-03-31	$1,595,996	10,445	-1.3%	Shares	Sole	2022-05-02
2021-12-31	$1,730,512	10,579	+4.0%	Shares	Sole	2022-02-01
2021-09-30	$1,421,626	10,169	+91.5%	Shares	Sole	2021-11-01
2021-06-30	$716,613	5,311	-18.1%	Shares	Sole	2021-08-10
2021-03-31	$878,669	6,488	+5.3%	Shares	Sole	2021-05-14
2020-12-31	$857,102	6,160	-11.3%	Shares	Sole	2021-02-08
2020-09-30	$965,563	6,947	+10.8%	Shares	Sole	2020-11-13
2020-06-30	$749,703	6,270	-18.5%	Shares	Sole	2020-07-31
2020-03-31	$846,230	7,693	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.