Position in CLX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$208,154
-$10,042 QoQ
Shares Held
2,181
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#750
of 1,039 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $18,588,011 across 2 Household & Personal Products names. CLX ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
125,340 | $18,379,857 | |
| 2 | CLX |
Clorox Co /De/
This page
|
2,181 | $208,154 |
All Filings in CLX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,154 | 2,181 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $218,196 | 2,164 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $265,834 | 2,156 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $257,910 | 2,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $315,409 | 2,142 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $347,070 | 2,137 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $347,161 | 2,131 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $290,135 | 2,126 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||