Plan Group Financial, LLC
- SEC CIK
- 0001940033
- Latest filing
- Aug 3, 2026
PG holding history
Procter & Gamble Co in every 13F filed by Plan Group Financial, LLC, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −2,085−100.0% | Sold out | Holders |
| Q1 2026 | 2,085 | $301.2K | 0.1% | +111+5.6% | Added | Holders |
| Q4 2025 | 1,974 | $283.0K | 0.1% | −49−2.4% | Reduced | Holders |
| Q3 2025 | 2,023 | $310.8K | 0.1% | −57−2.7% | Reduced | Holders |
| Q2 2025 | 2,080 | $331.3K | 0.1% | −167−7.4% | Reduced | Holders |
| Q1 2025 | 2,247 | $382.9K | 0.1% | −1,272−36.1% | Reduced | Holders |
| Q4 2024 | 3,519 | $589.9K | 0.3% | −25−0.7% | Reduced | Holders |
| Q3 2024 | 3,544 | $613.9K | 0.3% | −36−1.0% | Reduced | Holders |
| Q2 2024 | 3,580 | $590.5K | 0.4% | +2,170+153.9% | Added | Holders |
| Q1 2024 | 1,410 | $228.8K | 0.2% | +37+2.7% | Added | Holders |
| Q4 2023 | 1,373 | $201.1K | 0.2% | −68−4.7% | Reduced | Holders |
| Q3 2023 | 1,441 | $210.2K | 0.2% | −598−29.3% | Reduced | Holders |
| Q2 2023 | 2,039 | $316.9K | 0.3% | – | No prior filing | Holders |