Peak Retirement Planning, Inc.
PensionPosition in PG — PROCTER & GAMBLE Co
CIK 2056697
COLUMBUS, OH
Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,974,383
+$1,144,371 QoQ
Shares Held
27,103
+38.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,227
of 3,996 holders
Holding Since
Mar 2025
6 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, 2026Peak Retirement Planning, Inc. holds $11,126,497 across 3 Household & Personal Products names. PG ranks #1 (35.7% of the industry book) .
All Filings in PG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,974,383 | 27,103 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,830,012 | 19,593 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,610,821 | 18,218 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,866,540 | 12,148 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,272,010 | 7,984 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,101,254 | 6,462 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||