Position in CL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$239,101
+$12,986 QoQ
Shares Held
2,608
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,577
of 2,002 holders
Holding Since
Mar 2026
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, 2026Innovative Asset Advisors Group, LLC holds $1,176,570 across 2 Household & Personal Products names. CL ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,393 | $937,469 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,608 | $239,101 |
All Filings in CL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,101 | 2,608 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $226,115 | 2,653 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||