Intelligent Financial Strategies

Position in PG — PROCTER & GAMBLE Co

CIK 1911000 EXCELSIOR, MN

Position in PG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$146

+$2 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#4,002

of 4,003 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Intelligent Financial Strategies holds $25,174 across 2 Household & Personal Products names. PG ranks #2 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CL	Colgate Palmolive Co	273	$25,028
2	PG	PROCTER & GAMBLE Co This page	1	$146

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146	1	0.0%	Shares	Sole	2026-07-24
2026-03-31	$144	1	-99.0%	Shares	Sole	2026-04-28
2025-12-31	$14,474	101	0.0%	Shares	Sole	2026-01-26
2025-09-30	$15,518	101	-78.3%	Shares	Sole	2025-10-21
2025-06-30	$74,243	466	0.0%	Shares	Sole	2025-07-31
2025-03-31	$79,415	466	0.0%	Shares	Sole	2025-04-24
2024-12-31	$78,124	466	0.0%	Shares	Sole	2025-01-31
2024-09-30	$80,711	466	0.0%	Shares	Sole	2024-10-25
2024-06-30	$76,852	466	0.0%	Shares	Sole	2024-07-25
2024-03-31	$75,608	466	0.0%	Shares	Sole	2024-04-29
2023-12-31	$68,287	466	-36.9%	Shares	Sole	2024-02-09
2023-09-30	$107,790	739	0.0%	Shares	Sole	2023-10-30
2023-06-30	$112,135	739	0.0%	Shares	Sole	2023-07-20
2023-03-31	$109,881	739	0.0%	Shares	Sole	2023-05-02
2022-12-31	$112,002	739	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$93,172	738	0.0%	Shares	Sole	2022-11-10
2022-06-30	$106,117	738	-28.6%	Shares	Sole	2022-08-08
2022-03-31	$157,995	1,034	-2.9%	Shares	Sole	2022-04-25
2021-12-31	$174,212	1,065	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.