Castleview Partners, LLC

Position in CL — Colgate Palmolive Co

CIK 1737088 DALLAS, TX

Position in CL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$415,952

+$29,264 QoQ

Shares Held

4,537

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,255

of 2,005 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Castleview Partners, LLC holds $1,472,786 across 2 Household & Personal Products names. CL ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co	7,207	$1,056,834
2	CL	Colgate Palmolive Co This page	4,537	$415,952

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$415,952	4,537	0.0%	Shares	Sole	2026-07-20
2026-03-31	$386,688	4,537	+89.1%	Shares	Sole	2026-05-01
2025-06-30	$218,069	2,399	+10.2%	Shares	Sole	2025-07-16
2025-03-31	$203,984	2,177	+3.9%	Shares	Sole	2025-04-22
2024-12-31	$190,456	2,095	+13.2%	Shares	Sole	2025-01-21
2024-09-30	$192,048	1,850	+5.4%	Shares	Sole	2024-10-21
2024-06-30	$170,402	1,756	-11.4%	Shares	Sole	2024-07-31
2024-03-31	$178,389	1,981	+35.8%	Shares	Sole	2024-05-10
2023-12-31	$116,296	1,459	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$103,820	1,460	-9.2%	Shares	Sole	2023-10-26
2023-06-30	$123,880	1,608	-38.3%	Shares	Sole	2023-08-15
2023-03-31	$195,991	2,608	+4.6%	Shares	Sole	2023-05-16
2022-12-31	$196,502	2,494	+8.2%	Shares	Sole	2023-02-01
2022-09-30	$161,926	2,305	-27.6%	Shares	Sole	2022-11-10
2022-06-30	$255,165	3,184	+30.5%	Shares	Sole	2022-08-17
2022-03-31	$185,025	2,440	-98.8%	Shares	Sole	2022-05-16
2021-12-31	$2,393,000	204,218	+14971.4%	Shares	Sole	2022-02-17
2021-06-30	$110,229	1,355	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.