ELEVATION POINT WEALTH PARTNERS, LLC
Position in EL — Estee Lauder Companies Inc
CIK 1744349
DENVER, CO
Position in EL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$208,743
-$812,902 QoQ
Shares Held
2,644
-81.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 823 holders
Holding Since
Mar 2023
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,735,564 across 9 Household & Personal Products names. EL ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
93,187 | $13,664,941 | |
| 2 | UL |
Unilever PLC
|
40,527 | $2,436,483 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,774 | $633,811 | |
| 4 | CL |
Colgate Palmolive Co
|
5,763 | $528,351 | |
| 5 | KVUE |
Kenvue Inc.
|
20,607 | $393,799 | |
| 6 | CLX |
Clorox Co /De/
|
3,518 | $335,757 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,808 | $272,039 | |
| 8 | IPAR |
Interparfums Inc
|
2,339 | $261,640 |
All Filings in EL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,743 | 2,644 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,021,645 | 14,235 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $42,096 | 521 | Shares | Sole | 2026-02-03 | |
| 2023-06-30 | $505,285 | 2,573 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,247 | 1,413 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||