Position in ECL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$885,143
+$39,998 QoQ
Shares Held
3,177
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#877
of 1,701 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECL Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $902,220 across 2 Specialty Chemicals names. ECL ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
This page
|
3,177 | $885,143 | |
| 2 | FEAM |
5E Advanced Materials, Inc.
|
12,286 | $17,077 |
All Filings in ECL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,143 | 3,177 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $845,145 | 3,177 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $834,026 | 3,177 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $870,053 | 3,177 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $856,010 | 3,177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $805,433 | 3,177 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $744,434 | 3,177 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $811,183 | 3,177 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $756,126 | 3,177 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $733,569 | 3,177 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $630,157 | 3,177 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $611,872 | 3,612 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $674,324 | 3,612 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $597,894 | 3,612 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $525,762 | 3,612 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $521,645 | 3,612 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $555,381 | 3,612 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $637,734 | 3,612 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $847,339 | 3,612 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $753,535 | 3,612 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $743,963 | 3,612 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||