Valued Wealth Advisors LLC

Position in CL — Colgate Palmolive Co

CIK 2007175 HOLLADAY, UT

Position in CL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$10,818

+$2,210 QoQ

Shares Held

118

+16.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,917

of 2,002 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $84,960 across 5 Household & Personal Products names. CL ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	467	$68,480
2	CL	Colgate Palmolive Co This page	118	$10,818
3	KMB	Kimberly Clark Corp	28	$3,073
4	SPB	Spectrum Brands Holdings, Inc.	21	$1,800
5	EL	Estee Lauder Companies Inc	10	$789

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,818	118	+16.8%	Shares	Sole	2026-07-21
2026-03-31	$8,608	101	+31.2%	Shares	Sole	2026-04-30
2025-12-31	$6,084	77	+16.7%	Shares	Sole	2026-01-30
2025-09-30	$5,276	66	-18.5%	Shares	Sole	2025-10-29
2025-06-30	$7,362	81	-22.9%	Shares	Sole	2025-08-06
2025-03-31	$9,838	105	-1.9%	Shares	Sole	2025-05-01
2024-12-31	$9,727	107	-15.7%	Shares	Sole	2025-01-22
2024-09-30	$13,183	127	+42.7%	Shares	Sole	2024-10-28
2024-06-30	$8,636	89	+71.2%	Shares	Sole	2024-07-17
2024-03-31	$4,682	52	+48.6%	Shares	Sole	2024-04-30
2023-12-31	$2,789	35	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.