Goldstone Financial Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2040021 OAKBROOK TERRACE, IL

Position in PG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,230,162

-$30,799 QoQ

Shares Held

8,389

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,086

of 4,003 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $2,268,305 across 3 Household & Personal Products names. PG ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	8,389	$1,230,162
2	CL	Colgate Palmolive Co	7,382	$676,781
3	KMB	Kimberly Clark Corp	3,292	$361,362

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,230,162	8,389	-3.9%	Shares	Sole	2026-08-11
2026-03-31	$1,260,961	8,730	-16.2%	Shares	Sole	2026-04-24
2025-12-31	$1,492,716	10,416	+10.5%	Shares	Sole	2026-02-13
2025-09-30	$1,447,690	9,422	+11.8%	Shares	Sole	2025-10-17
2025-06-30	$1,342,430	8,426	+7.8%	Shares	Sole	2025-07-08
2025-03-31	$1,331,661	7,814	+7.0%	Shares	Sole	2025-04-16
2024-12-31	$1,224,850	7,306	+8.5%	Shares	Sole	2025-01-15
2024-09-30	$1,166,675	6,736	+6.5%	Shares	Sole	2024-10-28
2024-06-30	$1,043,283	6,326	+9.1%	Shares	Sole	2025-01-15
2024-03-31	$940,725	5,798	+8.1%	Shares	Sole	2025-01-15
2023-12-31	$785,747	5,362	+1.9%	Shares	Sole	2025-01-15
2023-09-30	$767,807	5,264	-3.3%	Shares	Sole	2025-01-15
2023-06-30	$825,920	5,443	-2.2%	Shares	Sole	2025-01-15
2023-03-31	$827,757	5,567	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.