JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in PG — PROCTER & GAMBLE Co
CIK 2122180
AMMON, ID
Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$551,365
+$65,180 QoQ
Shares Held
3,760
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,839
of 4,001 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $773,508 across 2 Household & Personal Products names. PG ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,760 | $551,365 | |
| 2 | UL |
Unilever PLC
|
3,695 | $222,143 |
All Filings in PG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,365 | 3,760 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $486,185 | 3,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,407,303 | 9,820 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||