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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
4,466
Value
$654.8K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of PG by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,466$654.8K0.2%+94+2.2%AddedHolders
Q1 20264,372$631.5K0.2%−197−4.3%ReducedHolders
Q4 20254,569$654.7K0.2%+332+7.8%AddedHolders
Q3 20254,237$651.0K0.2%+95+2.3%AddedHolders
Q2 20254,142$659.8K0.3%+84+2.1%AddedHolders
Q1 20254,058$691.6K0.3%+218+5.7%AddedHolders
Q4 20243,840$643.7K0.3%+2+0.1%AddedHolders
Q3 20243,838$664.7K0.3%+2+0.1%AddedHolders
Q2 20243,836$632.7K0.3%+2+0.1%AddedHolders
Q1 20243,834$622.1K0.3%−82−2.1%ReducedHolders
Q4 20233,916$573.8K0.3%+2+0.1%AddedHolders
Q3 20233,914$570.9K0.3%+2+0.1%AddedHolders
Q2 20233,912$593.6K0.4%+2+0.1%AddedHolders
Q1 20233,910$581.4K0.4%+181+4.9%AddedHolders
Q4 20223,729$565.1K0.4%+162+4.5%AddedHolders
Q3 20223,567$450.0K0.4%−68−1.9%ReducedHolders
Q2 20223,635$523.0K0.5%+2+0.1%AddedHolders
Q1 20223,633$555.0K0.4%+84+2.4%AddedHolders
Q4 20213,549$581.0K0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20214,143$559.0K0.4%+596+16.8%AddedHolders
Q1 20213,547$480.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.