ELEVATION POINT WEALTH PARTNERS, LLC

Position in CL — Colgate Palmolive Co

CIK 1744349 DENVER, CO

Position in CL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$528,351

+$39,557 QoQ

Shares Held

5,763

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,143

of 2,002 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $18,735,564 across 9 Household & Personal Products names. CL ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	93,187	$13,664,941
2	UL	Unilever PLC	40,527	$2,436,483
3	KMB	Kimberly Clark Corp	5,774	$633,811
4	CL	Colgate Palmolive Co This page	5,763	$528,351
5	KVUE	Kenvue Inc.	20,607	$393,799
6	CLX	Clorox Co /De/	3,518	$335,757
7	CHD	Church & Dwight Co Inc /De/	2,808	$272,039
8	IPAR	Interparfums Inc	2,339	$261,640

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$528,351	5,763	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$488,794	5,735	+14.1%	Shares	Sole	2026-04-27
2025-12-31	$397,154	5,026	+23.7%	Shares	Sole	2026-02-12
2025-09-30	$324,796	4,063	+24.6%	Shares	Sole	2025-11-14
2025-06-30	$296,515	3,262	-8.7%	Shares	Sole	2026-02-03
2025-03-31	$334,696	3,572	+8.3%	Shares	Sole	2026-02-03
2024-12-31	$299,912	3,299	+5.5%	Shares	Sole	2026-02-03
2024-09-30	$324,510	3,126	-28.0%	Shares	Sole	2026-02-03
2024-06-30	$421,056	4,339	-39.4%	Shares	Sole	2026-02-03
2020-09-30	$552,162	7,157	+5.3%	Shares	Sole	2020-11-16
2020-06-30	$497,801	6,795	-5.1%	Shares	Sole	2020-07-09
2020-03-31	$475,336	7,163	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.