Position in CL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$39,972
New position
Shares Held
436
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#294
of 333 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Allied Private Wealth LLC holds $900,264 across 7 Household & Personal Products names. CL ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,433 | $796,695 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
436 | $39,972 | |
| 3 | UL |
Unilever PLC
|
387 | $23,266 | |
| 4 | KVUE |
Kenvue Inc.
|
770 | $14,714 | |
| 5 | SKIN |
SkinHealth Systems Inc.
|
18,073 | $12,524 | |
| 6 | KMB |
Kimberly Clark Corp
|
100 | $10,977 | |
| 7 | COTY |
Coty Inc.
|
980 | $2,116 |
All Filings in CL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,972 | 436 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||