Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,674
-$102 QoQ
Shares Held
216
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,924
of 3,996 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $38,858 across 2 Household & Personal Products names. PG ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
216 | $31,674 | |
| 2 | EL |
Estee Lauder Companies Inc
|
91 | $7,184 |
All Filings in PG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,674 | 216 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,776 | 220 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,521 | 206 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,279 | 145 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||