Position in CL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$721,980
+$118,723 QoQ
Shares Held
7,875
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,018
of 2,002 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $11,105,817 across 15 Household & Personal Products names. CL ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
68,768 | $10,084,139 | |
| 2 | CL |
Colgate Palmolive Co
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|
7,875 | $721,980 | |
| 3 | KMB |
Kimberly Clark Corp
|
1,444 | $158,507 | |
| 4 | KVUE |
Kenvue Inc.
|
2,960 | $56,565 | |
| 5 | UL |
Unilever PLC
|
597 | $35,891 | |
| 6 | CLX |
Clorox Co /De/
|
296 | $28,250 | |
| 7 | EL |
Estee Lauder Companies Inc
|
92 | $7,263 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
39 | $3,778 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,980 | 7,875 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $603,257 | 7,078 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $563,254 | 7,128 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $573,489 | 7,174 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $647,662 | 7,125 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $669,018 | 7,140 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $654,642 | 7,201 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $747,535 | 7,201 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $698,785 | 7,201 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $630,440 | 7,001 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $557,491 | 6,994 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $493,787 | 6,944 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $534,965 | 6,944 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $431,736 | 5,745 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $497,952 | 6,320 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $443,980 | 6,320 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $506,484 | 6,320 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $479,245 | 6,320 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $569,303 | 6,671 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $504,194 | 6,671 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $557,410 | 6,852 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $549,839 | 6,975 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,251,951 | 14,641 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $989,680 | 12,828 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $857,288 | 11,702 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $705,937 | 10,638 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||