Lakeshore Financial Planning, Inc.
Position in PG — PROCTER & GAMBLE Co
CIK 2000571
St. Clair Shores, MI
Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$411,325
-$17,372 QoQ
Shares Held
2,805
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,075
of 4,003 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lakeshore Financial Planning, Inc. holds $411,325 across 1 Household & Personal Products name. PG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,805 | $411,325 |
All Filings in PG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,325 | 2,805 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $428,697 | 2,968 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $423,767 | 2,957 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $433,907 | 2,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $467,922 | 2,937 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $496,603 | 2,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $485,346 | 2,895 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $501,240 | 2,894 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $477,113 | 2,893 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $469,227 | 2,892 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $421,449 | 2,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $546,245 | 3,745 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||