Position in CL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,595
+$1,941 QoQ
Shares Held
301
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,853
of 2,002 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $110,028 across 3 Household & Personal Products names. CL ranks #2 (25.1% 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 | $27,595 | 301 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,654 | 301 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,785 | 301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,061 | 301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,360 | 301 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,203 | 301 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||