Position in CLX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$261,314
-$33,513 QoQ
Shares Held
2,738
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#684
of 1,038 holders
Holding Since
Sep 2022
12 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, 2026Everhart Financial Group, Inc. holds $5,504,410 across 4 Household & Personal Products names. CLX ranks #3 (4.7% of the industry book) .
All Filings in CLX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,314 | 2,738 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $294,827 | 2,845 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $285,069 | 2,312 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $230,294 | 1,918 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $400,225 | 2,718 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $414,957 | 2,555 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $330,544 | 2,029 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $212,841 | 1,624 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $341,299 | 2,146 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $303,820 | 1,920 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $250,910 | 1,788 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $215,310 | 1,677 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||