WEALTH ALLIANCE, LLC

Position in CL — Colgate Palmolive Co

CIK 1793904 MELLVILLE, NY

Position in CL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$318,037

+$35,756 QoQ

Shares Held

3,469

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,398

of 2,007 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $6,466,399 across 5 Household & Personal Products names. CL ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	24,152	$3,541,649
2	UL	Unilever PLC	21,528	$1,294,263
3	KMB	Kimberly Clark Corp	8,329	$914,274
4	CHD	Church & Dwight Co Inc /De/	4,110	$398,176
5	CL	Colgate Palmolive Co This page	3,469	$318,037

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,037	3,469	+4.7%	Shares	Defined	2026-08-11
2026-03-31	$282,281	3,312	+9.1%	Shares	Defined	2026-05-14
2025-12-31	$239,825	3,035	+18.6%	Shares	Defined	2026-02-13
2025-09-30	$204,646	2,560	-47.1%	Shares	Defined	2025-11-07
2025-06-30	$439,774	4,838	+16.7%	Shares	Defined	2025-08-08
2025-03-31	$388,573	4,147	+5.5%	Shares	Defined	2025-05-05
2024-12-31	$357,367	3,931	+0.3%	Shares	Defined	2025-02-03
2024-09-30	$407,039	3,921	-0.6%	Shares	Defined	2024-11-04
2024-06-30	$382,822	3,945	-0.2%	Shares	Defined	2024-08-09
2024-03-31	$355,787	3,951	+0.5%	Shares	Defined	2024-05-10
2023-12-31	$313,499	3,933	+27.8%	Shares	Defined	2024-01-30
2022-12-31	$242,514	3,078	+0.7%	Shares	Defined	2023-02-13
2022-09-30	$214,823	3,058	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$244,346	3,049	-35.8%	Shares	Sole	2022-10-11
2021-06-30	$386,493	4,751	+4.9%	Shares	Defined	2021-08-16
2021-03-31	$356,942	4,528	+2.1%	Shares	Defined	2021-05-18
2020-12-31	$379,151	4,434	+7.8%	Shares	Defined	2021-02-11
2020-09-30	$317,395	4,114	-5.1%	Shares	Defined	2020-12-01
2020-06-30	$317,435	4,333	+3.6%	Shares	Defined	2020-08-14
2020-03-31	$277,451	4,181	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.