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Ascentis Independent Advisors

Position in CL — Colgate Palmolive Co

CIK 1845003 DALLAS, TX

Position in CL

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$192,787
-$90,104 QoQ
Shares Held
2,262
-36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
12 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, 2026

Ascentis Independent Advisors holds $107,037 across 3 Household & Personal Products names.

# Ticker Company Shares Value (USD) Open

All Filings in CL

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $192,787 2,262
2025-12-31 $282,891 3,580
2025-09-30 $260,844 3,263
2025-06-30 $256,974 2,827
2025-03-31 $1,140,047 12,167
2024-12-31 $681,006 7,491
2024-09-30 $654,003 6,300
2024-06-30 $255,506 2,633
2023-12-31 $200,390 2,514
2023-09-30 $204,441 2,875
2023-06-30 $220,642 2,864
2023-03-31 $220,039 2,928