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Procter & Gamble Company shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $502k 2.9k 173.28
2024-06-30 $477k 2.9k 164.98
2024-03-31 $469k 2.9k 162.30
2023-09-30 $546k 3.7k 145.86

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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Procter & Gamble Company

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Wellington Management Company
Northern Trust
FMR
Jpmorgan Chase & Co
T. Rowe Price Associates
Legal & General Group
Bank of New York Mellon
Franklin Resources
Fisher Investments
Royal Bank of Canada

View all funds holding Procter & Gamble Company