Avior Wealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 1599868 OMAHA, NE

Position in CL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,416,731

+$166,493 QoQ

Shares Held

15,453

+5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#763

of 2,007 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avior Wealth Management, LLC holds $5,700,231 across 3 Household & Personal Products names. CL ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	21,926	$3,215,228
2	CL	Colgate Palmolive Co This page	15,453	$1,416,731
3	UL	Unilever PLC	17,769	$1,068,272

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,416,731	15,453	+5.3%	Shares	Sole	2026-07-07
2026-03-31	$1,250,238	14,669	+2.1%	Shares	Sole	2026-04-09
2025-12-31	$1,134,885	14,362	+1848.7%	Shares	Sole	2026-01-06
2024-12-31	$67,000	737	-1.9%	Shares	Sole	2025-01-17
2024-09-30	$77,961	751	+2.9%	Shares	Sole	2024-11-08
2024-06-30	$70,839	730	-72.6%	Shares	Sole	2024-08-13
2024-03-31	$239,983	2,665	+296.6%	Shares	Sole	2024-04-30
2023-12-31	$53,565	672	-24.8%	Shares	Sole	2024-01-30
2023-09-30	$63,572	894	-2.5%	Shares	Sole	2023-10-17
2023-06-30	$70,645	917	0.0%	Shares	Sole	2023-07-19
2023-03-31	$68,912	917	+168.1%	Shares	Sole	2023-05-10
2022-12-31	$26,946	342	0.0%	Shares	Sole	2023-02-14
2022-09-30	$24,025	342	0.0%	Shares	Sole	2022-10-26
2022-06-30	$27,407	342	0.0%	Shares	Sole	2022-08-10
2022-03-31	$25,933	342	-95.2%	Shares	Sole	2022-05-13
2021-12-31	$602,670	7,062	+1.4%	Shares	Other	2022-02-14
2021-09-30	$526,187	6,962	+0.0%	Shares	Other	2021-11-02
2021-06-30	$566,114	6,959	-12.3%	Shares	Other	2021-07-27
2021-03-31	$625,199	7,931	-2.7%	Shares	Other	2021-05-11
2020-12-31	$697,077	8,152	+2.3%	Shares	Other	2021-02-09
2020-09-30	$615,039	7,972	+16.7%	Shares	Sole	2020-10-20
2020-06-30	$500,585	6,833	-0.7%	Shares	Sole	2020-07-02
2020-03-31	$456,755	6,883	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.