Berger Financial Group, Inc

Position in PG — PROCTER & GAMBLE Co

CIK 1826136 Plymouth, MN

Position in PG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,014,748

-$142,360 QoQ

Shares Held

6,920

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,260

of 3,996 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Berger Financial Group, Inc holds $4,339,881 across 4 Household & Personal Products names. PG ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHD	Church & Dwight Co Inc /De/	28,512	$2,762,242
2	PG	PROCTER & GAMBLE Co This page	6,920	$1,014,748
3	CL	Colgate Palmolive Co	3,793	$347,742
4	KMB	Kimberly Clark Corp	1,960	$215,149

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,014,748	6,920	-13.6%	Shares	Sole	2026-08-04
2026-03-31	$1,157,108	8,011	+0.6%	Shares	Sole	2026-04-28
2025-12-31	$1,140,890	7,961	-14.7%	Shares	Sole	2026-01-27
2025-09-30	$1,434,322	9,335	-0.5%	Shares	Sole	2025-10-14
2025-06-30	$1,495,218	9,385	-1.9%	Shares	Sole	2025-07-22
2025-03-31	$1,629,726	9,563	-1.4%	Shares	Sole	2025-05-12
2024-12-31	$1,626,707	9,703	-7.2%	Shares	Sole	2025-02-14
2024-09-30	$1,810,632	10,454	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$1,646,066	9,981	+26.6%	Shares	Sole	2024-08-14
2024-03-31	$1,278,854	7,882	+4.3%	Shares	Sole	2024-04-16
2023-12-31	$1,107,256	7,556	+13.9%	Shares	Sole	2024-02-07
2023-09-30	$967,197	6,631	+36.9%	Shares	Sole	2023-11-03
2023-06-30	$735,180	4,845	+0.9%	Shares	Sole	2023-08-10
2023-03-31	$713,712	4,800	-1.1%	Shares	Sole	2023-04-24
2022-12-31	$735,823	4,855	-9.1%	Shares	Sole	2023-01-30
2022-09-30	$674,553	5,343	-1.0%	Shares	Sole	2022-10-27
2022-06-30	$776,034	5,397	+1.8%	Shares	Sole	2022-08-08
2022-03-31	$809,687	5,299	+2.1%	Shares	Sole	2022-05-10
2021-12-31	$849,143	5,191	+47.5%	Shares	Sole	2022-01-26
2021-09-30	$491,956	3,519	0.0%	Shares	Sole	2021-10-28
2021-06-30	$474,818	3,519	-1.5%	Shares	Sole	2021-07-29
2021-03-31	$483,620	3,571	+12.3%	Shares	Sole	2021-05-12
2020-12-31	$442,326	3,179	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.