Position in CL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$224,432
+$54,740 QoQ
Shares Held
2,448
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,613
of 2,002 holders
Holding Since
Jun 2023
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $634,170 across 10 Household & Personal Products names. CL ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,058 | $301,785 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,448 | $224,432 | |
| 3 | CLX |
Clorox Co /De/
|
427 | $40,752 | |
| 4 | KMB |
Kimberly Clark Corp
|
150 | $16,465 | |
| 5 | UL |
Unilever PLC
|
222 | $13,346 | |
| 6 | KVUE |
Kenvue Inc.
|
682 | $13,033 | |
| 7 | EL |
Estee Lauder Companies Inc
|
127 | $10,026 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
82 | $7,031 |
All Filings in CL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,432 | 2,448 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $169,692 | 1,991 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $170,446 | 2,157 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $154,444 | 1,932 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $234,522 | 2,580 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $241,746 | 2,580 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $234,547 | 2,580 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $267,829 | 2,580 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $250,363 | 2,580 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $277,354 | 3,080 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $245,506 | 3,080 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $9 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10 | 0 | Shares | Sole | 2023-07-06 | |
| No filing history on record for this holder in this stock. | ||||||