INDEPENDENT FINANCIAL GROUP, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 275484 SAN DIEGO, CA

Position in PG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,175,805

+$413,330 QoQ

Shares Held

35,296

+7.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,085

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,156,445 across 5 Household & Personal Products names. PG ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	35,296	$5,175,805
2	KMB	Kimberly Clark Corp	18,546	$2,035,794
3	CLX	Clorox Co /De/	15,028	$1,434,272
4	CL	Colgate Palmolive Co	3,282	$300,893
5	NWL	Newell Brands Inc.	34,150	$209,681

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,175,805	35,296	+7.0%	Shares	Sole	2026-07-15
2026-03-31	$4,762,475	32,972	+4.0%	Shares	Sole	2026-05-15
2025-12-31	$4,544,360	31,710	+37.7%	Shares	Sole	2026-05-15
2025-09-30	$3,538,559	23,030	-2.8%	Shares	Sole	2026-05-15
2025-06-30	$3,773,494	23,685	-1.6%	Shares	Sole	2026-05-15
2025-03-31	$4,103,372	24,078	+31.1%	Shares	Sole	2026-05-19
2024-12-31	$3,080,065	18,372	+2.9%	Shares	Sole	2026-06-12
2024-09-30	$3,091,446	17,849	+4.4%	Shares	Sole	2026-06-12
2024-06-30	$2,818,317	17,089	+4.9%	Shares	Sole	2026-06-12
2024-03-31	$2,644,026	16,296	+0.4%	Shares	Sole	2026-06-12
2023-12-31	$2,377,758	16,226	+5.6%	Shares	Sole	2026-06-12
2023-09-30	$2,240,263	15,359	+3.1%	Shares	Sole	2026-06-12
2023-06-30	$2,259,408	14,890	+2.8%	Shares	Sole	2026-06-12
2023-03-31	$2,154,072	14,487	+1.9%	Shares	Sole	2026-06-12
2022-12-31	$2,155,183	14,220	+1.0%	Shares	Sole	2026-06-15
2022-09-30	$1,777,347	14,078	+4.9%	Shares	Sole	2026-06-15
2022-06-30	$1,930,236	13,424	-4.4%	Shares	Sole	2026-06-12
2022-03-31	$2,145,923	14,044	+25.9%	Shares	Sole	2026-06-12
2021-12-31	$1,824,407	11,153	-10.2%	Shares	Sole	2026-06-15
2021-09-30	$1,737,154	12,426	+2.2%	Shares	Sole	2026-06-15
2021-06-30	$1,640,613	12,159	+17.5%	Shares	Sole	2026-06-15
2021-03-31	$1,401,023	10,345	-1.8%	Shares	Sole	2026-06-15
2020-12-31	$1,465,144	10,530	+8.5%	Shares	Sole	2026-06-15
2020-09-30	$1,349,175	9,707	+6.1%	Shares	Sole	2026-06-15
2020-06-30	$1,093,587	9,146	-0.1%	Shares	Sole	2026-06-15
2020-03-31	$1,007,160	9,156	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.