Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$350,125
+$121,112 QoQ
Shares Held
3,819
+42.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,337
of 2,002 holders
Holding Since
Jun 2024
3 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, 2026Triad Wealth Partners, LLC holds $2,149,251 across 2 Household & Personal Products names. CL ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,269 | $1,799,126 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,819 | $350,125 |
All Filings in CL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,125 | 3,819 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $229,013 | 2,687 | Shares | Sole | 2026-04-16 | |
| 2024-06-30 | $70,936 | 731 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||