Position in CL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$528,168
-$109,863 QoQ
Shares Held
5,761
-23.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,144
of 2,002 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Annex Advisory Services, LLC holds $3,065,453 across 3 Household & Personal Products names. CL ranks #3 (17.2% of the industry book) .
All Filings in CL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,168 | 5,761 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $638,031 | 7,486 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $629,552 | 7,967 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,479,075 | 106,068 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,420,057 | 103,631 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $10,212,363 | 108,990 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,991,433 | 76,905 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $410,568 | 3,955 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $337,602 | 3,479 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $308,061 | 3,421 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $272,687 | 3,421 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $243,267 | 3,421 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $298,530 | 3,875 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $266,106 | 3,541 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $278,995 | 3,541 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $251,705 | 3,583 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $283,775 | 3,541 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $268,514 | 3,541 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $303,639 | 3,558 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $267,628 | 3,541 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $288,060 | 3,541 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $265,657 | 3,370 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $299,199 | 3,499 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $259,995 | 3,370 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||