Heartwood Wealth Advisors LLC

Position in CL — Colgate Palmolive Co

CIK 1794935 RICHMOND, VA

Position in CL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$424,111

+$28,048 QoQ

Shares Held

4,626

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,240

of 2,005 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Consumer Defensive · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $4,121,817 across 3 Household & Personal Products names. CL ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	13,180	$1,932,715
2	KMB	Kimberly Clark Corp	16,079	$1,764,991
3	CL	Colgate Palmolive Co This page	4,626	$424,111

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,111	4,626	-0.5%	Shares	Sole	2026-07-17
2026-03-31	$396,063	4,647	0.0%	Shares	Sole	2026-04-07
2025-12-31	$367,205	4,647	+0.5%	Shares	Sole	2026-01-12
2025-09-30	$369,802	4,626	0.0%	Shares	Sole	2025-10-06
2025-06-30	$420,503	4,626	0.0%	Shares	Sole	2025-07-08
2025-03-31	$433,456	4,626	0.0%	Shares	Sole	2025-04-21
2024-12-31	$420,549	4,626	0.0%	Shares	Sole	2025-01-10
2024-09-30	$480,225	4,626	0.0%	Shares	Sole	2024-10-07
2024-06-30	$448,907	4,626	0.0%	Shares	Sole	2024-07-09
2024-03-31	$416,571	4,626	0.0%	Shares	Sole	2024-04-02
2023-12-31	$368,738	4,626	+35.3%	Shares	Sole	2024-01-17
2023-09-30	$243,053	3,418	-26.1%	Shares	Sole	2023-10-17
2023-06-30	$356,387	4,626	0.0%	Shares	Sole	2023-07-19
2023-03-31	$347,643	4,626	0.0%	Shares	Sole	2023-04-14
2022-12-31	$364,482	4,626	+0.2%	Shares	Sole	2023-01-12
2022-09-30	$324,274	4,616	-0.4%	Shares	Sole	2022-10-25
2022-06-30	$371,529	4,636	-30.1%	Shares	Sole	2022-07-25
2022-03-31	$503,207	6,636	+150.9%	Shares	Sole	2022-04-26
2021-12-31	$225,724	2,645	+1.1%	Shares	Sole	2022-01-12
2021-06-30	$212,811	2,616	0.0%	Shares	Sole	2021-07-21
2021-03-31	$206,219	2,616	0.0%	Shares	Sole	2021-04-19
2020-12-31	$223,694	2,616	0.0%	Shares	Sole	2021-01-26
2020-09-30	$201,824	2,616	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.