Sound Financial Strategies Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1800620 MADISON, MS

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$527,170

+$109,594 QoQ

Shares Held

3,595

+24.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#2,870

of 3,996 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $823,021 across 2 Household & Personal Products names. PG ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	3,595	$527,170
2	CL	Colgate Palmolive Co	3,227	$295,851

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,170	3,595	+24.4%	Shares	Sole	2026-08-10
2026-03-31	$417,576	2,891	-28.0%	Shares	Sole	2026-05-08
2025-12-31	$575,676	4,017	-8.5%	Shares	Sole	2026-02-03
2025-09-30	$674,830	4,392	+3.7%	Shares	Sole	2025-10-23
2025-06-30	$674,560	4,234	+239.8%	Shares	Sole	2025-08-06
2025-03-31	$212,343	1,246	-1.7%	Shares	Sole	2025-05-09
2024-12-31	$212,580	1,268	+6.2%	Shares	Sole	2025-02-06
2024-09-30	$206,800	1,194	-6.1%	Shares	Sole	2024-11-12
2024-06-30	$209,778	1,272	-35.9%	Shares	Sole	2024-08-12
2024-03-31	$321,904	1,984	-4.4%	Shares	Sole	2024-05-13
2023-12-31	$304,070	2,075	-15.2%	Shares	Sole	2024-02-02
2023-09-30	$356,919	2,447	-3.9%	Shares	Sole	2023-11-06
2023-06-30	$386,178	2,545	-3.9%	Shares	Sole	2023-08-07
2023-03-31	$393,879	2,649	-64.2%	Shares	Sole	2023-05-02
2022-12-31	$1,121,695	7,401	-30.4%	Shares	Sole	2023-01-30
2022-03-31	$1,624,416	10,631	+134.8%	Shares	Sole	2022-05-05
2020-12-31	$629,886	4,527	+20.0%	Shares	Sole	2021-01-22
2020-09-30	$524,409	3,773	-1.6%	Shares	Sole	2020-10-19
2020-06-30	$458,431	3,834	-0.0%	Shares	Sole	2020-07-17
2020-03-31	$421,850	3,835	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.