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United Financial Planning Group LLC

Position in CL — Colgate Palmolive Co

CIK 2088337 HAUPPAUGE, NY

Position in CL

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$4,687
-$59,714 QoQ
Shares Held
55
-93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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

United Financial Planning Group LLC holds $38,858 across 2 Household & Personal Products names.

# Ticker Company Shares Value (USD) Open

All Filings in CL

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,687 55
2025-12-31 $64,401 815
2025-09-30 $69,387 868