Position in CL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$318,954
+$5,734 QoQ
Shares Held
3,479
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,396
of 2,007 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BSW Wealth Partners holds $2,987,068 across 2 Household & Personal Products names. CL ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
18,195 | $2,668,114 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,479 | $318,954 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,954 | 3,479 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $313,220 | 3,675 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $330,777 | 4,186 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $318,880 | 3,989 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $448,137 | 4,930 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $509,072 | 5,433 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $492,732 | 5,420 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $573,031 | 5,520 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $445,122 | 4,587 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $430,258 | 4,778 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $394,883 | 4,954 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $313,737 | 4,412 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $299,146 | 3,883 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $292,408 | 3,891 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $415,853 | 5,278 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,646 | 4,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $355,901 | 4,441 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $338,201 | 4,460 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $379,677 | 4,449 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $328,773 | 4,350 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $353,059 | 4,340 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $345,433 | 4,382 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $372,225 | 4,353 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $294,172 | 3,813 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $316,776 | 4,324 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $269,886 | 4,067 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||