Position in PG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,364,925
+$29,144 QoQ
Shares Held
9,308
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,997
of 4,003 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $1,427,170 across 3 Household & Personal Products names. PG ranks #1 (95.6% of the industry book) .
All Filings in PG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,925 | 9,308 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,335,781 | 9,248 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,319,885 | 9,210 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,409,124 | 9,171 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,493,625 | 9,375 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,605,526 | 9,421 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,568,868 | 9,358 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||