Position in CL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,888,516
+$861,665 QoQ
Shares Held
20,599
+71.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#683
of 2,007 holders
Holding Since
Dec 2021
10 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, 2026Confluence Wealth Services, Inc. holds $12,017,138 across 3 Household & Personal Products names. CL ranks #2 (15.7% of the industry book) .
All Filings in CL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,888,516 | 20,599 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,026,851 | 12,048 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $464,005 | 5,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $454,059 | 5,680 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $521,311 | 5,735 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $534,090 | 5,700 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $496,523 | 4,783 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $759,629 | 7,828 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $449,079 | 4,987 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $77,659 | 910 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||