Falcon Wealth Planning

Position in PG — PROCTER & GAMBLE Co

CIK 1839850 Ontario, CA

Position in PG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$478,046

+$60,037 QoQ

Shares Held

3,260

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,953

of 4,003 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Consumer Defensive · as of Jun 30, 2026

Falcon Wealth Planning holds $682,309 across 2 Household & Personal Products names. PG ranks #1 (70.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	3,260	$478,046
2	CL	Colgate Palmolive Co	2,228	$204,263

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,046	3,260	+12.6%	Shares	Sole	2026-07-13
2026-03-31	$418,009	2,894	-15.0%	Shares	Sole	2026-04-21
2025-12-31	$488,113	3,406	+20.9%	Shares	Sole	2026-02-03
2025-09-30	$432,832	2,817	+6.7%	Shares	Sole	2025-10-10
2025-06-30	$420,764	2,641	-15.5%	Shares	Sole	2025-07-16
2025-03-31	$532,732	3,126	+13.0%	Shares	Sole	2025-04-24
2024-12-31	$463,719	2,766	+7.3%	Shares	Sole	2025-01-22
2024-09-30	$446,682	2,579	+6.4%	Shares	Sole	2024-10-30
2024-06-30	$399,601	2,423	+10.4%	Shares	Sole	2024-07-16
2024-03-31	$355,976	2,194	-1.9%	Shares	Sole	2024-04-15
2023-12-31	$327,809	2,237	+3.1%	Shares	Sole	2024-01-10
2023-09-30	$316,370	2,169	-0.1%	Shares	Sole	2023-10-05
2023-06-30	$329,579	2,172	+4.9%	Shares	Sole	2023-07-13
2023-03-31	$307,936	2,071	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$314,183	2,073	-1.2%	Shares	Sole	2023-01-20
2022-09-30	$264,872	2,098	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$298,076	2,073	+0.5%	Shares	Sole	2022-07-20
2022-03-31	$315,073	2,062	+26.3%	Shares	Sole	2022-05-05
2021-12-31	$266,962	1,632	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.