Sovereign Financial Group, Inc.

Position in CL — Colgate Palmolive Co

CIK 1846175 STAMFORD, CT

Position in CL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$372,220

+$17,919 QoQ

Shares Held

4,060

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,310

of 2,002 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $4,259,052 across 4 Household & Personal Products names. CL ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHD	Church & Dwight Co Inc /De/	17,055	$1,652,288
2	KMB	Kimberly Clark Corp	10,439	$1,145,889
3	PG	PROCTER & GAMBLE Co	7,424	$1,088,655
4	CL	Colgate Palmolive Co This page	4,060	$372,220

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,220	4,060	-2.3%	Shares	Sole	2026-07-24
2026-03-31	$354,301	4,157	+1.1%	Shares	Sole	2026-04-17
2025-12-31	$324,930	4,112	-1.2%	Shares	Sole	2026-01-07
2025-09-30	$332,790	4,163	+0.8%	Shares	Sole	2025-10-17
2025-06-30	$375,598	4,132	+4.6%	Shares	Sole	2025-07-25
2025-03-31	$370,208	3,951	-6.3%	Shares	Sole	2025-04-11
2024-12-31	$383,185	4,215	+3.6%	Shares	Sole	2025-01-14
2024-09-30	$422,402	4,069	-0.0%	Shares	Sole	2024-10-08
2024-06-30	$395,049	4,071	+10.9%	Shares	Sole	2024-07-15
2024-03-31	$330,573	3,671	+1.3%	Shares	Sole	2024-04-15
2023-12-31	$288,948	3,625	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$264,884	3,725	-6.8%	Shares	Sole	2023-11-03
2023-06-30	$307,928	3,997	+14.8%	Shares	Sole	2023-07-31
2023-03-31	$261,597	3,481	0.0%	Shares	Sole	2023-05-04
2022-12-31	$274,267	3,481	+3.9%	Shares	Sole	2023-02-14
2022-09-30	$235,267	3,349	0.0%	Shares	Sole	2022-11-14
2022-06-30	$268,388	3,349	-4.8%	Shares	Sole	2022-08-15
2022-03-31	$266,845	3,519	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$300,652	3,523	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$265,285	3,510	-2.4%	Shares	Sole	2021-11-12
2021-06-30	$292,615	3,597	0.0%	Shares	Sole	2021-08-12
2021-03-31	$283,551	3,597	0.0%	Shares	Sole	2021-05-17
2020-12-31	$307,579	3,597	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.