Position in CL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$347,467
+$24,446 QoQ
Shares Held
3,790
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,345
of 2,002 holders
Holding Since
Mar 2025
5 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, 2026FORM Wealth Advisors, LLC holds $580,917 across 2 Household & Personal Products names. CL ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
3,790 | $347,467 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,592 | $233,450 |
All Filings in CL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,467 | 3,790 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $323,021 | 3,790 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $303,120 | 3,836 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $348,692 | 3,836 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $359,433 | 3,836 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||