Valmark Advisers, Inc.

Position in CL — Colgate Palmolive Co

CIK 1380443 AKRON, OH

Position in CL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,009,305

+$73,054 QoQ

Shares Held

11,009

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#887

of 2,002 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Valmark Advisers, Inc. holds $11,648,076 across 5 Household & Personal Products names. CL ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	65,724	$9,637,767
2	CL	Colgate Palmolive Co This page	11,009	$1,009,305
3	CHD	Church & Dwight Co Inc /De/	4,600	$445,648
4	CLX	Clorox Co /De/	2,970	$283,456
5	KMB	Kimberly Clark Corp	2,477	$271,900

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,305	11,009	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$936,251	10,985	+7.5%	Shares	Sole	2026-05-01
2025-12-31	$807,663	10,221	-8.9%	Shares	Sole	2026-01-26
2025-09-30	$897,086	11,222	+6.0%	Shares	Sole	2025-10-24
2025-06-30	$962,449	10,588	+2.2%	Shares	Sole	2025-07-23
2025-03-31	$970,357	10,356	-0.5%	Shares	Sole	2025-04-23
2024-12-31	$945,827	10,404	+0.7%	Shares	Sole	2025-01-30
2024-09-30	$1,072,772	10,334	-0.3%	Shares	Sole	2024-10-25
2024-06-30	$1,005,528	10,362	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$936,880	10,404	-0.0%	Shares	Sole	2024-05-06
2023-12-31	$829,621	10,408	-5.2%	Shares	Sole	2024-02-02
2023-09-30	$780,574	10,977	+0.8%	Shares	Sole	2023-11-08
2023-06-30	$839,119	10,892	-0.7%	Shares	Sole	2023-08-03
2023-03-31	$824,545	10,972	+0.0%	Shares	Sole	2023-05-02
2022-12-31	$864,168	10,968	+31.8%	Shares	Sole	2023-02-07
2022-09-30	$584,761	8,324	0.0%	Shares	Sole	2022-11-03
2022-06-30	$667,085	8,324	-0.5%	Shares	Sole	2022-08-01
2022-03-31	$634,090	8,362	+0.9%	Shares	Sole	2022-05-10
2021-12-31	$707,468	8,290	+2.0%	Shares	Sole	2022-02-02
2021-09-30	$614,163	8,126	+0.0%	Shares	Sole	2021-11-09
2021-06-30	$660,968	8,125	+10.2%	Shares	Sole	2021-08-06
2021-03-31	$581,292	7,374	-1.2%	Shares	Sole	2021-05-04
2020-12-31	$638,075	7,462	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.