JFS WEALTH ADVISORS, LLC

Position in EL — Estee Lauder Companies Inc

CIK 1568068 HERMITAGE, PA

Position in EL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,815

+$1,371 QoQ

Shares Held

+27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#717

of 823 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $4,621,728 across 12 Household & Personal Products names. EL ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	28,368	$4,159,883
2	KMB	Kimberly Clark Corp	2,771	$304,172
3	KVUE	Kenvue Inc.	2,836	$54,195
4	UL	Unilever PLC	752	$45,210
5	CL	Colgate Palmolive Co	314	$28,787
6	CLX	Clorox Co /De/	122	$11,643
7	CHD	Church & Dwight Co Inc /De/	98	$9,494
8	EL	Estee Lauder Companies Inc This page	61	$4,815

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,815	61	+27.1%	Shares	Sole	2026-07-10
2026-03-31	$3,444	48	+20.0%	Shares	Sole	2026-04-21
2025-12-31	$4,188	40	+90.5%	Shares	Sole	2026-01-14
2025-09-30	$1,850	21	+320.0%	Shares	Sole	2025-11-10
2024-09-30	$498	5	-89.1%	Shares	Sole	2024-10-25
2024-06-30	$4,894	46	-6.1%	Shares	Sole	2024-07-15
2024-03-31	$7,553	49	+4.3%	Shares	Sole	2024-04-30
2023-12-31	$6,873	47	+2.2%	Shares	Sole	2024-02-07
2023-09-30	$6,649	46	+31.4%	Shares	Sole	2023-11-02
2023-06-30	$6,873	35	-10.3%	Shares	Sole	2023-08-07
2023-03-31	$9,611	39	-13.3%	Shares	Sole	2023-04-19
2022-12-31	$11,164	45	-21.1%	Shares	Sole	2023-02-13
2022-09-30	$12,306	57	+1.8%	Shares	Sole	2022-10-21
2022-06-30	$14,261	56	+86.7%	Shares	Sole	2022-08-02
2022-03-31	$8,169	30	+87.5%	Shares	Sole	2022-05-02
2021-12-31	$5,923	16	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.