Position in CL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$49,140
+$6,185 QoQ
Shares Held
536
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,805
of 2,002 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,008,431 across 8 Household & Personal Products names. CL ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,972 | $729,094 | |
| 2 | UL |
Unilever PLC
|
3,397 | $204,227 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
536 | $49,140 | |
| 4 | EL |
Estee Lauder Companies Inc
|
189 | $14,921 | |
| 5 | CLX |
Clorox Co /De/
|
39 | $3,722 | |
| 6 | KMB |
Kimberly Clark Corp
|
33 | $3,622 | |
| 7 | KVUE |
Kenvue Inc.
|
128 | $2,446 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
13 | $1,259 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,140 | 536 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $42,955 | 504 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $53,338 | 675 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $54,279 | 679 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $62,084 | 683 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $77,489 | 827 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $74,546 | 820 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $102,356 | 986 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $120,038 | 1,237 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $111,752 | 1,241 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $112,789 | 1,415 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $98,060 | 1,379 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $105,005 | 1,363 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $100,776 | 1,341 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $105,578 | 1,340 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $94,135 | 1,340 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $107,387 | 1,340 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $86,673 | 1,143 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $97,543 | 1,143 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $86,387 | 1,143 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $92,983 | 1,143 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $90,102 | 1,143 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $95,172 | 1,113 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $85,867 | 1,113 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $81,538 | 1,113 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $73,858 | 1,113 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||