Position in CLX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$23,109
+$624 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $559,814 across 4 Household & Personal Products names. CLX ranks #2 (4.1% of the industry book) .
All Filings in CLX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,109 | 223 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,485 | 223 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,495 | 223 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $26,775 | 223 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $32,836 | 223 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $36,217 | 223 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $36,328 | 223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,432 | 223 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $34,143 | 223 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $31,797 | 223 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $29,226 | 223 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,624 | 224 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||