Avior Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1599868 OMAHA, NE

Position in PG

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

Position Value

$3,215,228

-$703,573 QoQ

Shares Held

21,926

-19.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,379

of 4,003 holders

Holding Since

Mar 2020

26 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. PG ranks #1 (56.4% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,215,228	21,926	-19.2%	Shares	Sole	2026-07-07
2026-03-31	$3,918,801	27,131	-0.7%	Shares	Sole	2026-04-09
2025-12-31	$3,914,369	27,314	+1.2%	Shares	Sole	2026-01-06
2025-09-30	$4,148,857	27,002	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$4,270,413	26,804	-1.8%	Shares	Sole	2025-07-17
2025-03-31	$4,651,102	27,292	-10.4%	Shares	Sole	2025-04-21
2024-12-31	$5,105,109	30,451	-2.4%	Shares	Other	2025-01-17
2024-09-30	$5,401,587	31,187	-1.6%	Shares	Other	2024-11-08
2024-06-30	$5,224,665	31,680	-9.6%	Shares	Other	2024-08-13
2024-03-31	$5,683,130	35,027	+17.8%	Shares	Other	2024-04-30
2023-12-31	$4,356,779	29,731	+0.0%	Shares	Other	2024-01-30
2023-09-30	$4,335,104	29,721	-0.1%	Shares	Other	2023-10-17
2023-06-30	$4,512,747	29,740	+13.0%	Shares	Other	2023-07-19
2023-03-31	$3,914,858	26,329	+12.1%	Shares	Other	2023-05-10
2022-12-31	$3,558,930	23,482	+5.0%	Shares	Other	2023-02-14
2022-09-30	$2,824,591	22,373	-0.9%	Shares	Other	2022-10-26
2022-06-30	$3,246,058	22,575	-43.8%	Shares	Other	2022-08-10
2022-03-31	$6,136,753	40,162	-1.7%	Shares	Other	2022-05-13
2021-12-31	$6,686,659	40,877	+116.1%	Shares	Other	2022-02-14
2021-09-30	$2,644,036	18,913	-0.2%	Shares	Other	2021-11-02
2021-06-30	$2,557,732	18,956	+0.1%	Shares	Other	2021-07-27
2021-03-31	$2,565,585	18,944	-8.0%	Shares	Other	2021-05-11
2020-12-31	$2,865,309	20,593	-3.0%	Shares	Other	2021-02-09
2020-09-30	$2,952,146	21,240	+8.3%	Shares	Other	2020-10-20
2020-06-30	$2,344,886	19,611	-16.7%	Shares	Other	2020-07-02
2020-03-31	$2,588,190	23,529	—	Shares	Other	2020-04-01
No filing history on record for this holder in this stock.