Position in CL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$367,426
+$2,828 QoQ
Shares Held
4,311
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Sun Financial Inc holds $310,583 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,118 | $310,583 |
All Filings in CL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,426 | 4,311 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,598 | 4,614 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||