Position in CLX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$481,781
-$4,554 QoQ
Shares Held
5,048
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#538
of 1,039 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Ipsen Advisor Group LLC holds $1,035,570 across 2 Household & Personal Products names. CLX ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
5,045 | $553,789 | |
| 2 | CLX |
Clorox Co /De/
This page
|
5,048 | $481,781 |
All Filings in CLX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,781 | 5,048 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $486,335 | 4,693 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $409,168 | 4,058 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||