Skip to main content

Financial Life Planners

Position in PG — PROCTER & GAMBLE Co

CIK 2053368 TEMPE, AZ

Position in PG

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$6,158
+$92 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,982
of 4,003 holders
Holding Since
Dec 2024
5 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, 2026

Financial Life Planners holds $33,212 across 2 Household & Personal Products names. PG ranks #2 (18.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PG
PROCTER & GAMBLE Co
This page
42 $6,158

All Filings in PG

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,158 42
2026-03-31 $6,066 42
2025-09-30 $60,691 395
2025-03-31 $104,126 611
2024-12-31 $73,933 441