Avidian Wealth Enterprises, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1471474 HOUSTON, TX

Position in PG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,937,932

+$269,837 QoQ

Shares Held

20,035

+8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,429

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $8,096,864 across 5 Household & Personal Products names. PG ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	20,035	$2,937,932
2	KMB	Kimberly Clark Corp	16,689	$1,831,951
3	UL	Unilever PLC	23,959	$1,440,415
4	CLX	Clorox Co /De/	9,966	$951,155
5	CL	Colgate Palmolive Co	10,203	$935,411

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,937,932	20,035	+8.5%	Shares	Sole	2026-07-24
2026-03-31	$2,668,095	18,472	+10.7%	Shares	Sole	2026-05-07
2025-12-31	$2,390,554	16,681	-2.1%	Shares	Sole	2026-02-02
2025-09-30	$2,618,503	17,042	+3.5%	Shares	Sole	2025-10-30
2025-06-30	$2,622,088	16,458	-0.2%	Shares	Sole	2025-07-30
2025-03-31	$2,811,248	16,496	+3.0%	Shares	Sole	2025-04-25
2024-12-31	$2,684,747	16,014	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$2,769,294	15,989	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$2,622,722	15,903	-2.5%	Shares	Sole	2024-08-06
2024-03-31	$2,645,161	16,303	-1.1%	Shares	Sole	2024-05-03
2023-12-31	$2,416,737	16,492	+1.0%	Shares	Sole	2024-02-06
2023-09-30	$2,380,581	16,321	-6.1%	Shares	Sole	2023-10-13
2023-06-30	$2,637,696	17,383	-53.0%	Shares	Sole	2023-08-03
2023-03-31	$5,494,541	36,953	+2.3%	Shares	Sole	2023-05-08
2022-12-31	$5,472,225	36,106	+17.3%	Shares	Sole	2023-02-06
2022-09-30	$3,884,586	30,769	-1.9%	Shares	Sole	2022-11-03
2022-06-30	$4,507,672	31,349	+1.0%	Shares	Sole	2022-07-29
2022-03-31	$4,741,842	31,033	-3.0%	Shares	Sole	2022-05-10
2021-12-31	$5,233,087	31,991	+13.0%	Shares	Sole	2022-02-14
2021-09-30	$3,959,555	28,323	+10.5%	Shares	Sole	2021-11-10
2021-06-30	$3,457,986	25,628	+3.3%	Shares	Sole	2021-08-09
2021-03-31	$3,359,612	24,807	+3.6%	Shares	Sole	2021-05-05
2020-12-31	$3,330,455	23,936	+12.9%	Shares	Sole	2021-02-09
2020-09-30	$2,945,754	21,194	+9.2%	Shares	Sole	2021-02-03
2020-06-30	$2,320,973	19,411	+9.2%	Shares	Sole	2020-08-10
2020-03-31	$1,955,030	17,773	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.