Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$619,700
-$114,488 QoQ
Shares Held
4,226
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,713
of 3,996 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Aventura Private Wealth, LLC holds $826,794 across 9 Household & Personal Products names. PG ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,226 | $619,700 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
890 | $86,223 | |
| 3 | KMB |
Kimberly Clark Corp
|
477 | $52,360 | |
| 4 | UL |
Unilever PLC
|
612 | $36,793 | |
| 5 | EL |
Estee Lauder Companies Inc
|
233 | $18,395 | |
| 6 | CL |
Colgate Palmolive Co
|
100 | $9,168 | |
| 7 | KVUE |
Kenvue Inc.
|
177 | $3,382 | |
| 8 | CLX |
Clorox Co /De/
|
5 | $477 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,700 | 4,226 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $734,188 | 5,083 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $646,041 | 4,508 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $834,165 | 5,429 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $855,867 | 5,372 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $910,554 | 5,343 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $897,765 | 5,355 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||