Position in CL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,263,670
-$1,357,248 QoQ
Shares Held
46,506
-29.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#495
of 2,002 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $21,729,149 across 6 Household & Personal Products names. CL ranks #3 (19.6% of the industry book) .
All Filings in CL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,263,670 | 46,506 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,620,918 | 65,950 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,072,609 | 64,194 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,883,534 | 61,090 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,289,389 | 47,188 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,894,921 | 41,568 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,484,489 | 38,329 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,004,055 | 38,571 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,706,636 | 38,197 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,458,910 | 38,411 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,065,646 | 38,460 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,779,192 | 39,083 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,960,570 | 38,429 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,104,584 | 81,232 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,552,491 | 83,164 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,309,986 | 75,587 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,931,200 | 36,576 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,955,701 | 38,978 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,971,965 | 34,825 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $2,689,758 | 34,121 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,870,143 | 33,565 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||