Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$219,390
+$12,963 QoQ
Shares Held
2,393
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,635
of 2,002 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026VESTIA PERSONAL WEALTH ADVISORS holds $468,091 across 2 Household & Personal Products names. CL ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,696 | $248,701 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,393 | $219,390 |
All Filings in CL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,390 | 2,393 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $206,427 | 2,422 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $189,410 | 2,397 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $201,343 | 2,215 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $207,451 | 2,214 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||