CBIZ Investment Advisory Services, LLC
Position in CL — Colgate Palmolive Co
CIK 1795934
INDEPENDENCE, OH
Position in CL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,409
+$381 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,949
of 2,007 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $54,342 across 3 Household & Personal Products names. CL ranks #2 (10.0% of the industry book) .
All Filings in CL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,409 | 59 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,028 | 59 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $25,523 | 323 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,829 | 173 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,089 | 122 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,811 | 30 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||