PG — PROCTER AND GAMBLE CO

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in PROCTER AND GAMBLE CO (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q2)
Avg. % of fund
0.1%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,644 -294 -15.2% 0.08% $253K $151.51
2025 Q2 INITIATED 1,938 — — 0.12% $309K $156.03
% of Fund (quarterly)    PG price (monthly, adj. close)

Other funds also holding PG

As of 2025 Q4 — sorted by position size

Northwest Capital Management Inc 3Y 7Y 18.03% SCHULHOFF & CO INC 3Y 7Y 9.27% RIT CAPITAL PARTNERS PLC 3Y 7Y 6.86% Formidable Asset Management, LLC 3Y 7Y 6.36% Wealth Dimensions Group, Ltd. 3Y 5.84% Heritage Wealth Management, Inc. 5.69% Knuff & Co LLC 3Y 7Y 5.64% Slocum, Gordon & Co LLP 5.2% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 5.15% Stone House Investment Management, LLC 3Y 7Y 4.87%
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