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GoalVest Advisory LLC

Position in CLX — Clorox Co /De/

CIK 1839307 NEW YORK, NY

Position in CLX

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$20,726
+$560 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 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, 2026

GoalVest Advisory LLC holds $2,397,388 across 3 Household & Personal Products names.

# Ticker Company Shares Value (USD) Open

All Filings in CLX

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $20,726 200
2025-12-31 $20,166 200
2025-09-30 $24,660 200
2025-06-30 $24,014 200
2025-03-31 $29,597 201
2024-12-31 $32,482 200
2024-09-30 $32,582 200
2024-06-30 $27,294 200
2024-03-31 $30,622 200