Position in CLX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,399
+$308 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $113,151 across 4 Household & Personal Products names. CLX ranks #4 (10.1% of the industry book) .
All Filings in CLX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,399 | 110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,091 | 110 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,563 | 110 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,207 | 110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,197 | 110 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $17,865 | 110 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||