Position in CL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$613,155
+$59,246 QoQ
Shares Held
6,688
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,081
of 2,002 holders
Holding Since
Mar 2020
18 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, 2026Dynamic Advisor Solutions LLC holds $9,028,371 across 7 Household & Personal Products names. CL ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
25,299 | $3,709,845 | |
| 2 | UL |
Unilever PLC
|
60,884 | $3,660,346 | |
| 3 | CL |
Colgate Palmolive Co
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|
6,688 | $613,155 | |
| 4 | KMB |
Kimberly Clark Corp
|
4,590 | $503,844 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,780 | $219,481 | |
| 6 | CLX |
Clorox Co /De/
|
2,179 | $207,963 | |
| 7 | NWL |
Newell Brands Inc.
|
18,524 | $113,737 |
All Filings in CL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,155 | 6,688 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $553,909 | 6,499 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $540,417 | 6,839 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $563,497 | 7,049 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $703,384 | 7,738 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $676,045 | 7,215 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,021,010 | 11,231 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,639,159 | 15,790 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $916,833 | 9,448 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $905,002 | 10,050 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $861,505 | 10,808 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $703,846 | 9,898 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $748,828 | 9,720 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $627,953 | 8,356 | Shares | Sole | 2023-04-11 | |
| 2020-12-31 | $769,247 | 8,996 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $696,973 | 9,034 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $676,849 | 9,239 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $582,043 | 8,771 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||