Ascentis Wealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 2032602 DALLAS, TX

Position in CL

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

Position Value

$13,384

-$202,928 QoQ

Shares Held

146

-94.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,907

of 2,002 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $309,517 across 5 Household & Personal Products names. CL ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	1,666	$244,300
2	KVUE	Kenvue Inc.	1,468	$28,051
3	CL	Colgate Palmolive Co This page	146	$13,384
4	KMB	Kimberly Clark Corp	109	$11,964
5	CHD	Church & Dwight Co Inc /De/	122	$11,818

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,384	146	-94.2%	Shares	Sole	2026-07-30
2026-03-31	$216,312	2,538	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$199,675	2,527	+107.8%	Shares	Sole	2026-01-14
2025-09-30	$97,198	1,216	-4.6%	Shares	Sole	2025-10-24
2025-06-30	$115,889	1,275	-3.3%	Shares	Sole	2025-07-16
2025-03-31	$123,490	1,318	-65.8%	Shares	Sole	2025-04-21
2024-12-31	$350,347	3,854	-5.6%	Shares	Sole	2025-01-10
2024-09-30	$423,628	4,081	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.