Position in CL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,096,951
+$121,409 QoQ
Shares Held
11,965
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#842
of 1,973 holders
Holding Since
Dec 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,043,387 across 7 Household & Personal Products names. CL ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
27,270 | $3,998,872 | |
| 2 | ELF |
e.l.f. Beauty, Inc.
|
35,360 | $2,616,640 | |
| 3 | UL |
Unilever PLC
|
38,407 | $2,309,028 | |
| 4 | KMB |
Kimberly Clark Corp
|
14,939 | $1,639,854 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
11,386 | $1,103,075 | |
| 6 | CL |
Colgate Palmolive Co
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|
11,965 | $1,096,951 | |
| 7 | KVUE |
Kenvue Inc.
|
14,598 | $278,967 |
All Filings in CL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,951 | 11,965 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $975,542 | 11,446 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $640,852 | 8,110 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $624,171 | 7,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $706,656 | 7,774 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $705,092 | 7,525 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $684,279 | 7,527 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||