Position in PG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,118,237
-$461,521 QoQ
Shares Held
28,084
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,203
of 3,996 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $4,327,083 across 2 Household & Personal Products names. PG ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
28,084 | $4,118,237 | |
| 2 | CL |
Colgate Palmolive Co
|
2,278 | $208,846 |
All Filings in PG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,118,237 | 28,084 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $4,579,758 | 31,707 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,073,998 | 21,450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,370,250 | 8,918 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,568,185 | 9,843 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $338,453 | 1,986 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $332,449 | 1,983 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $296,344 | 1,711 | Shares | Sole | 2024-11-05 | |
| 2023-06-30 | $85,126 | 561 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $173,075 | 1,164 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $984,836 | 6,498 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $743,864 | 5,892 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $1,157,460 | 7,575 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||