Position in CLX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$668
-$37 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,021
of 1,039 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $5,743,171 across 5 Household & Personal Products names. CLX ranks #5 (0.0% of the industry book) .
All Filings in CLX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668 | 7 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $705 | 7 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $863 | 7 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $840 | 7 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,030 | 7 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,136 | 7 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,140 | 7 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $955 | 7 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,071 | 7 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $998 | 7 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $917 | 7 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,113 | 7 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,107 | 7 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $982 | 7 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,806 | 27 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,753 | 27 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,707 | 27 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,159 | 7 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,259 | 7 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,471 | 18 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,067 | 35 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||