PG — PROCTER AND GAMBLE CO

Ownership history in Wealth Dimensions Group, Ltd.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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
13.26% (2020 Q4)
Avg. % of fund
8.43%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 205,447 +27,955 +15.8% 5.84% $29.4M $142.30
2025 Q3 REDUCED 177,492 -390 -0.2% 5.61% $27.3M $151.51
2025 Q2 ADDED 177,882 +11,759 +7.1% 6.25% $28.3M $156.03
2025 Q1 REDUCED 166,123 -1,240 -0.7% 6.76% $28.3M $165.87
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Infusive Asset Management Inc. 3Y 4.75%
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