INDEPENDENT FINANCIAL GROUP, LLC

Position in CL — Colgate Palmolive Co

CIK 275484 SAN DIEGO, CA

Position in CL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$300,893

+$18,867 QoQ

Shares Held

3,282

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,423

of 2,002 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,156,445 across 5 Household & Personal Products names. CL ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	35,296	$5,175,805
2	KMB	Kimberly Clark Corp	18,546	$2,035,794
3	CLX	Clorox Co /De/	15,028	$1,434,272
4	CL	Colgate Palmolive Co This page	3,282	$300,893
5	NWL	Newell Brands Inc.	34,150	$209,681

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,893	3,282	-0.8%	Shares	Sole	2026-07-15
2026-03-31	$282,026	3,309	+6.6%	Shares	Sole	2026-05-15
2025-12-31	$245,357	3,105	-41.1%	Shares	Sole	2026-05-15
2025-09-30	$421,523	5,273	+45.1%	Shares	Sole	2026-05-15
2025-06-30	$330,421	3,635	+0.3%	Shares	Sole	2026-05-15
2025-03-31	$339,475	3,623	+22.4%	Shares	Sole	2026-05-19
2024-12-31	$269,184	2,961	-37.4%	Shares	Sole	2026-06-12
2024-09-30	$490,917	4,729	+69.0%	Shares	Sole	2026-06-12
2024-06-30	$271,517	2,798	+21.3%	Shares	Sole	2026-06-12
2024-03-31	$207,655	2,306	-14.9%	Shares	Sole	2026-06-12
2023-12-31	$216,093	2,711	-27.7%	Shares	Sole	2026-06-12
2023-09-30	$266,804	3,752	-17.7%	Shares	Sole	2026-06-12
2023-06-30	$351,148	4,558	+20.6%	Shares	Sole	2026-06-12
2022-12-31	$297,904	3,781	-42.1%	Shares	Sole	2026-06-15
2022-09-30	$458,732	6,530	-3.7%	Shares	Sole	2026-06-15
2022-06-30	$543,349	6,780	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.