Position in CL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$824,661
-$280 QoQ
Shares Held
8,995
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#965
of 2,002 holders
Holding Since
Dec 2025
3 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, 2026LifePlan Financial, LLC holds $824,661 across 1 Household & Personal Products name. CL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
8,995 | $824,661 |
All Filings in CL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,661 | 8,995 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $824,941 | 9,679 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $397,233 | 5,027 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||