Ascentis Wealth Management, LLC

Position in CLX — Clorox Co /De/

CIK 2032602 DALLAS, TX

Position in CLX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,798

-$12,628 QoQ

Shares Held

-82.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $309,517 across 5 Household & Personal Products names.

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	1,666	$244,300
2	KVUE	Kenvue Inc.	1,468	$28,051
3	CL	Colgate Palmolive Co	146	$13,384
4	KMB	Kimberly Clark Corp	109	$11,964
5	CHD	Church & Dwight Co Inc /De/	122	$11,818

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,798	27	-82.4%	Shares	Sole	2026-04-28
2025-12-31	$15,426	153	-21.5%	Shares	Sole	2026-01-14
2025-09-30	$24,043	195	-84.3%	Shares	Sole	2025-10-24
2025-06-30	$149,002	1,241	-0.6%	Shares	Sole	2025-07-16
2025-03-31	$183,762	1,248	-16.0%	Shares	Sole	2025-04-21
2024-12-31	$241,331	1,486	-3.4%	Shares	Sole	2025-01-10
2024-09-30	$250,544	1,538	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.