Position in CLX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$768,005
+$557,197 QoQ
Shares Held
8,047
+520.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#437
of 1,039 holders
Holding Since
Dec 2021
6 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, 2026Confluence Wealth Services, Inc. holds $12,017,138 across 3 Household & Personal Products names. CLX ranks #3 (6.4% of the industry book) .
All Filings in CLX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,005 | 8,047 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $210,808 | 1,298 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $296,659 | 1,821 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $431,654 | 3,163 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $244,553 | 1,759 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $362,320 | 2,078 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||