Position in PG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$657,093
-$36,507 QoQ
Shares Held
4,481
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,659
of 3,996 holders
Holding Since
Jun 2024
9 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, 2026Elser Financial Planning, Inc holds $1,076,895 across 2 Household & Personal Products names. PG ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,481 | $657,093 | |
| 2 | CL |
Colgate Palmolive Co
|
4,579 | $419,802 |
All Filings in PG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,093 | 4,481 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $693,600 | 4,802 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $686,024 | 4,787 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $690,810 | 4,496 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $716,462 | 4,497 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $767,230 | 4,502 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $415,772 | 2,480 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $429,536 | 2,480 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $405,373 | 2,458 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||