AXXCESS WEALTH MANAGEMENT, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1911056 CARLSBAD, CA

Position in PG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,863,114

+$746,043 QoQ

Shares Held

87,719

+4.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#649

of 3,996 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $19,359,464 across 5 Household & Personal Products names. PG ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	87,719	$12,863,114
2	CL	Colgate Palmolive Co	44,796	$4,106,897
3	KMB	Kimberly Clark Corp	12,241	$1,343,694
4	UL	Unilever PLC	11,524	$692,822
5	CLX	Clorox Co /De/	3,698	$352,937

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,863,114	87,719	+4.6%	Shares	Sole	2026-07-28
2026-03-31	$12,117,071	83,890	-4.9%	Shares	Sole	2026-04-29
2025-12-31	$12,645,531	88,239	-4.7%	Shares	Sole	2026-02-19
2025-09-30	$14,228,604	92,604	+2.2%	Shares	Sole	2025-11-07
2025-06-30	$14,440,924	90,641	+0.3%	Shares	Sole	2025-07-28
2025-03-31	$15,403,752	90,387	-7.2%	Shares	Sole	2025-04-30
2024-12-31	$16,332,630	97,421	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$16,560,518	95,615	-13.4%	Shares	Sole	2024-11-04
2024-06-30	$18,203,045	110,375	+4.2%	Shares	Sole	2024-08-09
2024-03-31	$17,188,440	105,938	-8.2%	Shares	Sole	2024-05-14
2023-12-31	$16,909,983	115,395	+11.6%	Shares	Sole	2024-02-06
2023-09-30	$15,078,715	103,378	+116.6%	Shares	Sole	2023-11-14
2023-06-30	$7,242,701	47,731	+4.5%	Shares	Sole	2023-08-08
2023-03-31	$6,790,969	45,672	+1.6%	Shares	Sole	2023-05-03
2022-12-31	$6,814,592	44,963	+43.3%	Shares	Sole	2023-02-16
2022-09-30	$3,960,841	31,373	+15.5%	Shares	Sole	2022-11-14
2022-06-30	$3,906,342	27,167	-1.2%	Shares	Sole	2022-08-11
2022-03-31	$4,202,152	27,501	+6.8%	Shares	Sole	2022-08-11
2021-12-31	$4,213,984	25,761	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.