Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$260,579
+$23,698 QoQ
Shares Held
1,777
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,505
of 4,001 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026AVAII WEALTH MANAGEMENT, LLC holds $1,526,117 across 2 Household & Personal Products names. PG ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
11,529 | $1,265,538 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
1,777 | $260,579 |
All Filings in PG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,579 | 1,777 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $236,881 | 1,640 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $249,502 | 1,741 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $264,124 | 1,719 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $337,917 | 2,121 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $329,421 | 1,933 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $311,326 | 1,857 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $327,174 | 1,889 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $344,847 | 2,091 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $342,185 | 2,109 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $301,139 | 2,055 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $249,712 | 1,712 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $250,522 | 1,651 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $247,717 | 1,666 | Shares | Defined | 2023-04-10 | |
| 2022-12-31 | $252,801 | 1,668 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||