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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Aviso Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
10,557
Value
$1.55M
% of portfolio
0.6%
Quarters held
11
Since Q4 2023
Holdings of PG by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,557$1.55M0.6%−292−2.7%ReducedHolders
Q1 202610,849$1.57M0.7%+4,936+83.5%AddedHolders
Q4 20255,913$847.5K0.4%+73+1.3%AddedHolders
Q3 20255,840$897.3K0.4%+37+0.6%AddedHolders
Q2 20255,803$924.5K0.4%+222+4.0%AddedHolders
Q1 20255,581$951.1K0.5%+158+2.9%AddedHolders
Q4 20245,423$909.2K0.5%+3,547+189.1%AddedHolders
Q3 20241,876$324.9K0.2%−1,146−37.9%ReducedHolders
Q2 20243,022$498.3K0.3%−212−6.6%ReducedHolders
Q1 20243,234$524.8K0.3%−486−13.1%ReducedHolders
Q4 20233,720$545.1K0.4%–No prior filingHolders