PDS Planning, Inc

Position in PG — PROCTER & GAMBLE Co

CIK 838618 DUBLIN, OH

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,548,564

+$33,412 QoQ

Shares Held

37,838

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,053

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

PDS Planning, Inc holds $6,826,940 across 4 Household & Personal Products names. PG ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	37,838	$5,548,564
2	UL	Unilever PLC	10,006	$601,560
3	CL	Colgate Palmolive Co	4,340	$397,891
4	KMB	Kimberly Clark Corp	2,541	$278,925

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,548,564	37,838	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$5,515,152	38,183	+6.4%	Shares	Sole	2026-04-22
2025-12-31	$5,142,965	35,887	-6.7%	Shares	Sole	2026-01-26
2025-09-30	$5,911,222	38,472	+2.0%	Shares	Sole	2025-10-21
2025-06-30	$6,010,347	37,725	+2.6%	Shares	Sole	2025-07-24
2025-03-31	$6,266,172	36,769	+3.2%	Shares	Sole	2025-04-24
2024-12-31	$5,975,884	35,645	+9.1%	Shares	Sole	2025-02-10
2024-09-30	$5,656,365	32,658	-0.7%	Shares	Sole	2024-10-30
2024-06-30	$5,426,032	32,901	+1.0%	Shares	Sole	2024-08-08
2024-03-31	$5,287,889	32,591	+0.7%	Shares	Sole	2024-05-01
2023-12-31	$4,741,594	32,357	+4.1%	Shares	Sole	2024-02-01
2023-09-30	$4,534,787	31,090	+0.5%	Shares	Sole	2023-10-23
2023-06-30	$4,695,290	30,943	+2.5%	Shares	Sole	2023-07-21
2023-03-31	$4,488,058	30,184	+18.1%	Shares	Sole	2023-05-02
2022-12-31	$3,874,025	25,561	+0.2%	Shares	Sole	2023-01-27
2022-09-30	$3,219,501	25,501	+1.0%	Shares	Sole	2022-11-02
2022-06-30	$3,628,828	25,237	+1.8%	Shares	Sole	2022-07-15
2022-03-31	$3,787,300	24,786	+2.3%	Shares	Sole	2022-04-18
2021-12-31	$3,963,706	24,231	+1.7%	Shares	Sole	2022-01-25
2021-09-30	$3,332,412	23,837	-0.8%	Shares	Sole	2021-10-22
2021-06-30	$3,241,153	24,021	+5.5%	Shares	Sole	2021-07-26
2021-03-31	$3,083,334	22,767	-3.0%	Shares	Sole	2021-04-20
2020-12-31	$3,265,337	23,468	+2.5%	Shares	Sole	2021-01-21
2020-09-30	$3,181,064	22,887	+1.6%	Shares	Sole	2020-10-19
2020-06-30	$2,692,955	22,522	+4.5%	Shares	Sole	2020-08-11
2020-03-31	$2,370,060	21,546	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.