Position in CL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,130
+$234 QoQ
Shares Held
25
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
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, 2026Team Financial Group, LLC holds $242,835 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,656 | $242,835 |
All Filings in CL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,130 | 25 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,896 | 24 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,918 | 24 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,181 | 24 | Shares | Sole | 2025-07-22 | |
| 2023-12-31 | $3,028 | 38 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,702 | 38 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||