Position in CLX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,772
-$409 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#960
of 1,038 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $359,644 across 5 Household & Personal Products names. CLX ranks #4 (1.3% of the industry book) .
All Filings in CLX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,772 | 50 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,181 | 50 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,041 | 50 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,165 | 50 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $6,003 | 50 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,362 | 50 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $8,120 | 50 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||