Position in CLX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$565,482
+$548,157 QoQ
Shares Held
5,925
+5825.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#507
of 1,039 holders
Holding Since
Mar 2020
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lipe & Dalton holds $822,102 across 2 Household & Personal Products names. CLX ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLX |
Clorox Co /De/
This page
|
5,925 | $565,482 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,750 | $256,620 |
All Filings in CLX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,482 | 5,925 | Shares | Sole | 2026-07-14 | |
| 2020-03-31 | $17,325 | 100 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||