Position in CLX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$203,764
-$17,486 QoQ
Shares Held
2,135
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#758
of 1,039 holders
Holding Since
Sep 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, 2026Optimist Retirement Group LLC holds $4,902,852 across 3 Household & Personal Products names. CLX ranks #3 (4.2% of the industry book) .
All Filings in CLX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,764 | 2,135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $221,250 | 2,135 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $395,916 | 3,211 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||