Avantax Planning Partners, Inc.

Position in CLX — Clorox Co /De/

CIK 1005441 DUBUQUE, IA

Position in CLX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$299,013

+$74,240 QoQ

Shares Held

3,133

+44.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#659

of 1,039 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $11,601,090 across 5 Household & Personal Products names. CLX ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	53,525	$7,848,906
2	KMB	Kimberly Clark Corp	29,102	$3,194,526
3	CLX	Clorox Co /De/ This page	3,133	$299,013
4	UL	Unilever PLC	3,387	$203,626
5	COTY	Coty Inc.	25,472	$55,019

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,013	3,133	+44.4%	Shares	Sole	2026-07-28
2026-03-31	$224,773	2,169	-1.9%	Shares	Sole	2026-05-04
2025-12-31	$223,035	2,212	+1.9%	Shares	Sole	2026-02-05
2025-09-30	$267,561	2,170	+0.0%	Shares	Sole	2025-10-31
2025-06-30	$260,431	2,169	-12.2%	Shares	Sole	2025-08-11
2025-03-31	$363,854	2,471	+24.7%	Shares	Sole	2025-04-29
2024-12-31	$321,734	1,981	0.0%	Shares	Sole	2025-02-07
2024-09-30	$322,724	1,981	-9.6%	Shares	Sole	2024-11-14
2024-06-30	$299,005	2,191	-2.7%	Shares	Sole	2024-08-09
2024-03-31	$344,803	2,252	-6.3%	Shares	Sole	2024-05-03
2023-12-31	$342,786	2,404	+2.7%	Shares	Sole	2024-02-09
2023-09-30	$306,680	2,340	-0.3%	Shares	Sole	2023-11-06
2023-06-30	$373,266	2,347	0.0%	Shares	Sole	2023-07-18
2023-03-31	$371,389	2,347	0.0%	Shares	Sole	2023-04-21
2022-12-31	$329,354	2,347	-1.3%	Shares	Sole	2023-02-10
2022-09-30	$305,311	2,378	-21.9%	Shares	Sole	2022-10-14
2022-06-30	$429,002	3,043	+3.9%	Shares	Sole	2022-07-18
2022-03-31	$407,079	2,928	-4.6%	Shares	Sole	2022-05-09
2021-12-31	$535,110	3,069	-3.9%	Shares	Sole	2022-01-28
2021-09-30	$528,958	3,194	+0.3%	Shares	Sole	2021-10-27
2021-06-30	$573,013	3,185	+1.4%	Shares	Sole	2021-08-10
2021-03-31	$605,643	3,140	+0.9%	Shares	Sole	2021-05-06
2020-12-31	$628,576	3,113	-4.9%	Shares	Sole	2021-02-04
2020-09-30	$687,886	3,273	-8.9%	Shares	Sole	2020-10-28
2020-06-30	$788,196	3,593	-0.6%	Shares	Sole	2020-07-15
2020-03-31	$626,472	3,616	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.