Position in CLX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$114,528
-$129,002 QoQ
Shares Held
1,200
-48.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#796
of 1,038 holders
Holding Since
Dec 2022
14 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, 2026Trifecta Capital Advisors, LLC holds $744,928 across 6 Household & Personal Products names. CLX ranks #2 (15.4% of the industry book) .
All Filings in CLX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,528 | 1,200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $243,530 | 2,350 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $1,602 | 13 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,560 | 13 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,914 | 13 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,104 | 93 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,150 | 93 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $30,432 | 223 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,239 | 93 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $13,260 | 93 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $12,188 | 93 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $14,790 | 93 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,716 | 93 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,050 | 93 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||