Financial Perspectives, Inc

Position in PG — PROCTER & GAMBLE Co

CIK 2003287 MINNEAPOLIS, MN

Position in PG

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

Position Value

$159,251

+$2,534 QoQ

Shares Held

1,086

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,796

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Financial Perspectives, Inc holds $218,182 across 4 Household & Personal Products names. PG ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	1,086	$159,251
2	UL	Unilever PLC	564	$33,907
3	KMB	Kimberly Clark Corp	210	$23,051
4	EL	Estee Lauder Companies Inc	25	$1,973

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,251	1,086	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$156,717	1,085	+29.9%	Shares	Sole	2026-05-11
2025-12-31	$119,663	835	0.0%	Shares	Sole	2026-01-28
2025-09-30	$128,297	835	+21.9%	Shares	Sole	2025-10-22
2025-06-30	$109,134	685	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$116,567	684	-15.6%	Shares	Sole	2025-04-18
2024-12-31	$135,796	810	+19.6%	Shares	Sole	2025-02-03
2024-09-30	$117,256	677	+0.1%	Shares	Sole	2024-10-17
2024-06-30	$111,485	676	0.0%	Shares	Sole	2024-08-09
2024-03-31	$109,681	676	0.0%	Shares	Sole	2024-04-19
2023-12-31	$99,061	676	0.0%	Shares	Sole	2024-02-01
2023-09-30	$98,601	676	0.0%	Shares	Sole	2024-01-10
2023-06-30	$102,576	676	+0.1%	Shares	Sole	2024-01-10
2023-03-31	$100,365	675	0.0%	Shares	Sole	2024-01-10
2022-12-31	$102,303	675	0.0%	Shares	Sole	2024-01-10
2022-09-30	$85,218	675	0.0%	Shares	Sole	2024-01-10
2022-06-30	$97,058	675	+0.1%	Shares	Sole	2024-01-10
2022-03-31	$102,987	674	0.0%	Shares	Sole	2024-01-10
2021-12-31	$110,252	674	0.0%	Shares	Sole	2024-01-10
2021-09-30	$94,225	674	0.0%	Shares	Sole	2024-01-10
2021-06-30	$90,942	674	-99.3%	Shares	Sole	2024-01-10
2021-03-31	$674	91,213	+10265.1%	Shares	Sole	2024-01-10
2020-12-31	$122,443	880	+13.3%	Shares	Sole	2024-01-10
2020-09-30	$107,995	777	0.0%	Shares	Sole	2024-01-10
2020-06-30	$92,905	777	0.0%	Shares	Sole	2024-01-10
2020-03-31	$85,470	777	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.