Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,831,124
+$282,666 QoQ
Shares Held
19,973
+9.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#690
of 2,002 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, 2026Independent Advisor Alliance holds $26,338,993 across 8 Household & Personal Products names. CL ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
120,177 | $17,622,754 | |
| 2 | KMB |
Kimberly Clark Corp
|
22,697 | $2,491,449 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
19,973 | $1,831,124 | |
| 4 | KVUE |
Kenvue Inc.
|
73,735 | $1,409,075 | |
| 5 | CLX |
Clorox Co /De/
|
14,553 | $1,388,937 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
7,674 | $743,456 | |
| 7 | UL |
Unilever PLC
|
9,910 | $595,788 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
3,465 | $256,410 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,124 | 19,973 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,548,458 | 18,168 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,150,687 | 27,217 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,159,419 | 27,013 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,819,262 | 31,015 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,986,780 | 31,876 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,835,209 | 31,187 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,936,680 | 28,289 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,696,934 | 27,792 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,775,250 | 30,819 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,529,676 | 31,736 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,660,509 | 37,414 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,307,712 | 42,935 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,546,929 | 47,198 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,768,525 | 47,830 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,344,040 | 47,602 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,941,766 | 49,186 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,818,192 | 50,352 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,877,849 | 45,440 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,147,226 | 41,641 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,377,082 | 41,513 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,241,804 | 41,124 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,377,388 | 39,497 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,930,697 | 37,987 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,790,326 | 38,088 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,240,645 | 33,765 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||