Position in CL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,948,082
+$606,502 QoQ
Shares Held
34,590
+16.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $117,235,378 across 10 Household & Personal Products names. CL ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
513,197 | $74,126,145 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
258,972 | $24,167,236 | |
| 3 | KMB |
Kimberly Clark Corp
|
109,823 | $10,594,597 | |
| 4 | CL |
Colgate Palmolive Co
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|
34,590 | $2,948,082 | |
| 5 | KVUE |
Kenvue Inc.
|
117,083 | $2,018,488 | |
| 6 | ACU |
Acme United Corp
|
30,415 | $1,365,937 | |
| 7 | UL |
Unilever PLC
|
15,384 | $876,420 | |
| 8 | CLX |
Clorox Co /De/
|
8,368 | $867,173 |
All Filings in CL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,948,082 | 34,590 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,341,580 | 29,633 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,212,119 | 15,163 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,095,157 | 12,048 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $784,077 | 8,368 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,061,823 | 11,680 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $835,044 | 8,044 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,193,780 | 22,607 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,190,908 | 13,225 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,358,026 | 67,219 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,677,299 | 93,901 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,397,597 | 57,082 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,955,917 | 65,947 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,047,760 | 64,066 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,570,245 | 50,822 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,946,641 | 61,725 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,202,953 | 55,426 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,084,543 | 47,862 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,682,786 | 48,727 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,749,909 | 46,096 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,388,549 | 30,300 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,724,519 | 31,862 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,542,092 | 32,950 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,147,909 | 29,319 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,694,900 | 25,541 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||