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Optivise Advisory Services LLC

Position in CL — Colgate Palmolive Co

CIK 2042876 FRANKLIN, TN

Position in CL

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$210,222
-$4,216 QoQ
Shares Held
2,293
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,657
of 2,002 holders
Holding Since
Jun 2024
9 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, 2026

Optivise Advisory Services LLC holds $904,833 across 3 Household & Personal Products names. CL ranks #2 (23.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CL
Colgate Palmolive Co
This page
2,293 $210,222

All Filings in CL

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $210,222 2,293
2026-03-31 $214,438 2,516
2025-12-31 $233,741 2,958
2025-09-30 $217,596 2,722
2025-06-30 $387,597 4,264
2025-03-31 $389,885 4,161
2024-12-31 $380,094 4,181
2024-09-30 $410,776 3,957
2024-06-30 $418,048 4,308