Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$328,764
+$71,278 QoQ
Shares Held
3,586
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,371
of 2,002 holders
Holding Since
Dec 2022
13 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, 2026Compass Wealth Management LLC holds $2,487,215 across 3 Household & Personal Products names. CL ranks #3 (13.2% of the industry book) .
All Filings in CL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,764 | 3,586 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $257,486 | 3,221 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $292,788 | 3,221 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $301,058 | 3,213 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $292,093 | 3,213 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $333,541 | 3,213 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $311,789 | 3,213 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $289,330 | 3,213 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $256,108 | 3,213 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $228,476 | 3,213 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $247,529 | 3,213 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $241,456 | 3,213 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $253,152 | 3,213 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||