Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$222,048
New position
Shares Held
2,422
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,622
of 2,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 3%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Compass Ion Advisors, LLC holds $864,331 across 2 Household & Personal Products names. CL ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,380 | $642,283 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,422 | $222,048 |
All Filings in CL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,048 | 2,422 | Shares | Other | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||