LifeSteps Financial, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1801373 CLAREMONT, CA

Position in PG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$608,116

+$22,557 QoQ

Shares Held

4,147

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,728

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $934,755 across 4 Household & Personal Products names. PG ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	4,147	$608,116
2	KMB	Kimberly Clark Corp	2,525	$277,169
3	UL	Unilever PLC	739	$44,428
4	CL	Colgate Palmolive Co	55	$5,042

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,116	4,147	+2.3%	Shares	Sole	2026-07-17
2026-03-31	$585,559	4,054	0.0%	Shares	Sole	2026-04-22
2025-12-31	$580,978	4,054	0.0%	Shares	Sole	2026-01-28
2025-09-30	$622,897	4,054	0.0%	Shares	Sole	2025-10-16
2025-06-30	$645,883	4,054	-2.6%	Shares	Sole	2025-07-23
2025-03-31	$709,628	4,164	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$708,321	4,225	0.0%	Shares	Sole	2025-02-03
2024-09-30	$731,770	4,225	-1.4%	Shares	Sole	2024-10-16
2024-06-30	$706,517	4,284	-5.1%	Shares	Sole	2024-07-17
2024-03-31	$732,721	4,516	-3.1%	Shares	Sole	2024-04-26
2023-12-31	$682,876	4,660	-1.4%	Shares	Sole	2024-01-19
2023-09-30	$689,334	4,726	-1.2%	Shares	Sole	2023-10-25
2023-06-30	$726,075	4,785	+0.0%	Shares	Sole	2023-07-14
2023-03-31	$711,184	4,783	-3.0%	Shares	Sole	2023-04-12
2022-12-31	$747,493	4,932	+48.2%	Shares	Sole	2023-01-18
2022-09-30	$420,286	3,329	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$478,389	3,327	+0.0%	Shares	Sole	2022-07-13
2022-03-31	$508,212	3,326	+0.0%	Shares	Sole	2022-04-12
2021-12-31	$543,903	3,325	+0.0%	Shares	Sole	2022-01-26
2021-09-30	$464,695	3,324	-3.3%	Shares	Sole	2021-10-06
2021-06-30	$463,619	3,436	+1.7%	Shares	Sole	2021-07-09
2021-03-31	$457,617	3,379	+0.0%	Shares	Sole	2021-04-20
2020-12-31	$470,014	3,378	+0.0%	Shares	Sole	2021-01-25
2020-09-30	$469,369	3,377	+4.1%	Shares	Sole	2020-10-21
2020-06-30	$387,765	3,243	+0.0%	Shares	Sole	2020-08-05
2020-03-31	$356,620	3,242	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.