Position in CHD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,144
+$520 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#949
of 1,063 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Heritage Wealth Advisors holds $1,693,237 across 6 Household & Personal Products names. CHD ranks #5 (0.8% of the industry book) .
All Filings in CHD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,144 | 146 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,624 | 146 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,242 | 146 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,793 | 146 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,032 | 146 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,073 | 146 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,287 | 146 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,289 | 146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,137 | 146 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $41,306 | 396 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $37,445 | 396 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $36,285 | 396 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $39,691 | 396 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $35,010 | 396 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $31,921 | 396 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $28,290 | 396 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $36,693 | 396 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,509 | 146 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $14,965 | 146 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $12,055 | 146 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,442 | 146 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,753 | 146 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,735 | 146 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||