Position in CLX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$40,752
+$36,711 QoQ
Shares Held
427
+994.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#845
of 1,036 holders
Holding Since
Mar 2023
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $634,170 across 10 Household & Personal Products names. CLX ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,058 | $301,785 | |
| 2 | CL |
Colgate Palmolive Co
|
2,448 | $224,432 | |
| 3 | CLX |
Clorox Co /De/
This page
|
427 | $40,752 | |
| 4 | KMB |
Kimberly Clark Corp
|
150 | $16,465 | |
| 5 | UL |
Unilever PLC
|
222 | $13,346 | |
| 6 | KVUE |
Kenvue Inc.
|
682 | $13,033 | |
| 7 | EL |
Estee Lauder Companies Inc
|
127 | $10,026 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
82 | $7,031 |
All Filings in CLX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,752 | 427 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,041 | 39 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,889 | 108 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $11,220 | 91 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,806 | 90 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $13,252 | 90 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,454 | 89 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $14,336 | 88 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $11,190 | 82 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $22,813 | 149 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $20,960 | 147 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $19,265 | 147 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $23,219 | 146 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $22,944 | 145 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||