Institute for Wealth Management, LLC.
Position in EL — Estee Lauder Companies Inc
CIK 1533954
DENVER, CO
Position in EL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,421
-$198,665 QoQ
Shares Held
208
-64.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#665
of 823 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,065,469 across 11 Household & Personal Products names. EL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVUE |
Kenvue Inc.
|
122,571 | $2,342,331 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
7,592 | $1,113,290 | |
| 3 | CL |
Colgate Palmolive Co
|
1,849 | $169,516 | |
| 4 | ODD |
Oddity Tech Ltd
|
8,111 | $122,719 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,164 | $112,768 | |
| 6 | KMB |
Kimberly Clark Corp
|
820 | $90,011 | |
| 7 | UL |
Unilever PLC
|
1,417 | $85,190 | |
| 8 | EL |
Estee Lauder Companies Inc
This page
|
208 | $16,421 |
All Filings in EL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,421 | 208 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 | $215,086 | 581 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||