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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
2023-09-30 $546k 3.7k 145.86

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding Procter & Gamble Company

Vanguard Group
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jpmorgan Chase & Co
Bank of New York Mellon
Legal & General Group
T. Rowe Price Associates
Royal Bank of Canada
Wells Fargo & Company
Charles Schwab Investment Management
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Ubs Global Asset Management Americas
Fisher Investments

View all funds holding Procter & Gamble Company