Position in CLX
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$207,260
-$348 QoQ
Shares Held
2,000
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026IVC Wealth Advisors LLC holds $205,589 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,402 | $205,589 |
All Filings in CLX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,260 | 2,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $207,608 | 2,059 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $293,454 | 2,380 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $292,130 | 2,433 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $371,511 | 2,523 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $409,598 | 2,522 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $454,030 | 2,787 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $380,341 | 2,787 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $411,406 | 2,687 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $404,527 | 2,837 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $359,104 | 2,740 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $430,203 | 2,705 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $443,863 | 2,805 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $444,284 | 3,166 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $406,611 | 3,167 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $430,975 | 3,057 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $415,004 | 2,985 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $617,931 | 3,544 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $596,527 | 3,602 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $654,332 | 3,637 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $630,910 | 3,271 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $542,357 | 2,686 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||