Position in CLX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,859,743
+$359,803 QoQ
Shares Held
19,486
+34.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#289
of 1,018 holders
Holding Since
Sep 2020
24 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, 2026Integrated Wealth Concepts LLC holds $61,082,201 across 24 Household & Personal Products names. CLX ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
264,307 | $38,757,978 | |
| 2 | KMB |
Kimberly Clark Corp
|
88,383 | $9,701,801 | |
| 3 | CL |
Colgate Palmolive Co
|
59,320 | $5,438,457 | |
| 4 | CLX |
Clorox Co /De/
This page
|
19,486 | $1,859,743 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,418 | $1,784,335 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14,869 | $1,173,907 | |
| 7 | UL |
Unilever PLC
|
15,558 | $935,346 | |
| 8 | NWL |
Newell Brands Inc.
|
88,182 | $541,437 |
All Filings in CLX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,859,743 | 19,486 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,499,940 | 14,474 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $252,982 | 2,509 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,696,484 | 13,759 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,362,674 | 11,349 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,018,675 | 6,918 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,234,111 | 13,756 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,533,797 | 9,415 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,839,069 | 13,476 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,321,492 | 8,631 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $866,234 | 6,075 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,121,218 | 8,555 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,383,648 | 8,700 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,299,783 | 8,214 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,029,180 | 7,334 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $413,287 | 3,219 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $454,660 | 3,225 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $439,890 | 3,164 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $749,224 | 4,297 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $546,844 | 3,302 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $623,028 | 3,463 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $600,049 | 3,111 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $329,937 | 1,634 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $339,634 | 1,616 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||