Position in CL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$293,376
+$20,896 QoQ
Shares Held
3,200
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,440
of 2,002 holders
Holding Since
Dec 2024
7 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, 2026RFG - Bristol Wealth Advisors, LLC holds $1,256,800 across 2 Household & Personal Products names. CL ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,570 | $963,424 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,200 | $293,376 |
All Filings in CL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,376 | 3,200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $272,480 | 3,197 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $252,310 | 3,193 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $255,008 | 3,190 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $289,607 | 3,186 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $298,247 | 3,183 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $289,093 | 3,180 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||