Prestige Wealth Management Group LLC
Position in EL — Estee Lauder Companies Inc
CIK 1772715
FLEMINGTON, NJ
Position in EL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,500
+$970 QoQ
Shares Held
95
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#693
of 823 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Derivatives in EL
reported options exposure · as of Dec 31, 2024CallValue
$202,446
CallShares
2,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $15,182,191 across 9 Household & Personal Products names. EL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
145,809 | $13,367,769 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
11,286 | $1,654,978 | |
| 3 | UL |
Unilever PLC
|
918 | $55,190 | |
| 4 | KMB |
Kimberly Clark Corp
|
491 | $53,896 | |
| 5 | CLX |
Clorox Co /De/
|
200 | $19,088 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
195 | $18,890 | |
| 7 | EL |
Estee Lauder Companies Inc
This page
|
95 | $7,500 | |
| 8 | KVUE |
Kenvue Inc.
|
209 | $3,993 |
All Filings in EL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,500 | 95 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,530 | 91 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $10,680 | 102 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,516 | 108 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $9,211 | 114 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $14,388 | 218 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $202,446 | 2,700 | Call | Sole | 2026-02-20 | |
| 2024-12-31 | $17,394 | 232 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $13,757 | 138 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $18,407 | 173 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $26,667 | 173 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $24,861 | 170 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $23,561 | 163 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $30,045 | 153 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $373,140 | 1,514 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $40,441 | 163 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $296,430 | 1,373 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $319,610 | 1,255 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $329,506 | 1,210 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $61,082 | 165 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $49,488 | 165 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $52,482 | 165 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $48,862 | 168 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $44,719 | 168 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $36,011 | 165 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $31,132 | 165 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $27,565 | 173 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||