Position in CLX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$238,122
-$71,938 QoQ
Shares Held
2,495
-16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#713
of 1,039 holders
Holding Since
Sep 2023
5 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $6,010,176 across 5 Household & Personal Products names. CLX ranks #5 (4.0% of the industry book) .
All Filings in CLX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,122 | 2,495 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $310,060 | 2,992 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $398,278 | 3,950 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $552,384 | 4,480 | Shares | Sole | 2025-10-23 | |
| 2023-09-30 | $484,135 | 3,694 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||