Position in EL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$238,971
+$11,396 QoQ
Shares Held
3,027
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 823 holders
Holding Since
Mar 2020
22 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, 2026AE Wealth Management LLC holds $177,607,667 across 11 Household & Personal Products names. EL ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
551,542 | $80,878,077 | |
| 2 | KMB |
Kimberly Clark Corp
|
564,452 | $61,959,860 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
260,334 | $25,221,130 | |
| 4 | CL |
Colgate Palmolive Co
|
41,172 | $3,774,629 | |
| 5 | KVUE |
Kenvue Inc.
|
123,372 | $2,357,615 | |
| 6 | CLX |
Clorox Co /De/
|
10,830 | $1,033,610 | |
| 7 | UL |
Unilever PLC
|
15,852 | $953,018 | |
| 8 | ACU |
Acme United Corp
|
17,419 | $831,234 |
All Filings in EL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,971 | 3,027 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $227,575 | 3,171 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,019,043 | 38,379 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,437,557 | 39,010 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,643,535 | 82,222 | Shares | Other | 2025-08-06 | |
| 2024-03-31 | $202,548 | 1,314 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,765,091 | 12,069 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,513,127 | 58,894 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,654,073 | 44,068 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $10,884,659 | 44,164 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $9,444,555 | 38,066 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,344,938 | 15,493 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,106,630 | 8,272 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,022,792 | 7,428 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,900,517 | 7,835 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,076,715 | 6,924 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,904,663 | 5,988 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,856,495 | 6,383 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,326,424 | 4,983 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,661,973 | 7,615 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $954,909 | 5,061 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,026,627 | 6,443 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||