Position in CLX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$284,888
-$16,997 QoQ
Shares Held
2,985
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 1,036 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $21,708,566 across 5 Household & Personal Products names. CLX ranks #5 (1.3% of the industry book) .
All Filings in CLX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,888 | 2,985 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $301,885 | 2,994 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $536,601 | 4,352 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,120,012 | 9,328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,092,153 | 7,417 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $318,648 | 1,962 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $347,649 | 2,134 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $305,965 | 2,242 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $312,650 | 2,042 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $377,150 | 2,645 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $221,884 | 1,693 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $265,914 | 1,672 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $315,055 | 1,991 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $285,431 | 2,034 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,394 | 1,997 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $226,554 | 1,607 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $206,459 | 1,485 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $253,868 | 1,456 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $253,548 | 1,531 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $305,667 | 1,699 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $408,326 | 2,117 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $465,829 | 2,307 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,280,355 | 6,092 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||