Center for Financial Planning, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1803557 SOUTHFIED, MI

Position in PG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,562,094

-$100,512 QoQ

Shares Held

17,472

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#1,524

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $4,548,533 across 4 Household & Personal Products names. PG ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	17,472	$2,562,094
2	CL	Colgate Palmolive Co	21,512	$1,972,220
3	KMB	Kimberly Clark Corp	113	$12,404
4	EL	Estee Lauder Companies Inc	23	$1,815

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,562,094	17,472	-5.2%	Shares	Sole	2026-07-21
2026-03-31	$2,662,606	18,434	-5.4%	Shares	Sole	2026-05-04
2025-12-31	$2,792,395	19,485	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$2,987,570	19,444	+4.0%	Shares	Sole	2025-11-06
2025-06-30	$2,978,328	18,694	-0.5%	Shares	Sole	2025-08-04
2025-03-31	$3,200,317	18,779	0.0%	Shares	Sole	2025-04-22
2024-12-31	$3,148,299	18,779	-3.6%	Shares	Sole	2025-01-30
2024-09-30	$3,372,896	19,474	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$3,253,706	19,729	-0.2%	Shares	Sole	2024-07-18
2024-03-31	$3,207,033	19,766	-0.7%	Shares	Sole	2024-04-25
2023-12-31	$2,916,585	19,903	+1.0%	Shares	Sole	2024-01-29
2023-09-30	$2,875,338	19,713	-0.6%	Shares	Sole	2023-10-24
2023-06-30	$3,009,307	19,832	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$2,971,718	19,986	-6.4%	Shares	Sole	2023-05-02
2022-12-31	$3,236,109	21,352	-4.1%	Shares	Sole	2023-01-27
2022-09-30	$2,812,092	22,274	+6.2%	Shares	Sole	2022-10-14
2022-06-30	$3,015,420	20,971	+1.6%	Shares	Sole	2022-08-12
2022-03-31	$3,152,416	20,631	+1.9%	Shares	Sole	2022-05-03
2021-12-31	$3,312,004	20,247	-0.1%	Shares	Sole	2022-02-08
2021-09-30	$2,833,746	20,270	+4.2%	Shares	Sole	2021-11-17
2021-06-30	$2,624,928	19,454	-3.9%	Shares	Sole	2021-07-29
2021-03-31	$2,741,103	20,240	+5.5%	Shares	Sole	2021-05-10
2020-12-31	$2,669,957	19,189	-4.5%	Shares	Sole	2021-02-09
2020-09-30	$2,792,170	20,089	0.0%	Shares	Sole	2020-11-12
2020-06-30	$2,402,041	20,089	-0.9%	Shares	Sole	2020-08-06
2020-03-31	$2,230,580	20,278	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.