Position in CL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$284,299
+$59,037 QoQ
Shares Held
3,101
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,455
of 2,002 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026XXI WEALTH, LLC holds $975,266 across 2 Household & Personal Products names. CL ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,712 | $690,967 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,101 | $284,299 |
All Filings in CL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,299 | 3,101 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,262 | 2,643 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $224,100 | 2,836 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||