PlanVest Financial, Inc

Position in PG — PROCTER & GAMBLE Co

CIK 2135239 GAITHERSBURG, MD

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$198,697

+$3,270 QoQ

Shares Held

1,355

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,764

of 4,003 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

PlanVest Financial, Inc holds $416,552 across 3 Household & Personal Products names. PG ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	1,355	$198,697
2	UL	Unilever PLC	3,222	$193,706
3	KMB	Kimberly Clark Corp	220	$24,149

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,697	1,355	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$195,427	1,353	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.