Position in EL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,763
-$3,581 QoQ
Shares Held
111
-35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#684
of 823 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $3,363,093 across 10 Household & Personal Products names. EL ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
17,026 | $2,496,692 | |
| 2 | CL |
Colgate Palmolive Co
|
7,118 | $652,577 | |
| 3 | KVUE |
Kenvue Inc.
|
4,843 | $92,549 | |
| 4 | KMB |
Kimberly Clark Corp
|
425 | $46,652 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
296 | $28,676 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
200 | $17,150 | |
| 7 | EL |
Estee Lauder Companies Inc
This page
|
111 | $8,763 | |
| 8 | IPAR |
Interparfums Inc
|
70 | $7,830 |
All Filings in EL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,763 | 111 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,344 | 172 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $18,954 | 181 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,846 | 55 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,524 | 56 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,032 | 152 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,299 | 44 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,638 | 197 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $25,429 | 239 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $84,782 | 550 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $65,227 | 446 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $145,995 | 1,010 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,283,310 | 11,627 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,828,621 | 11,477 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $175,909 | 709 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $145,732 | 675 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $195,841 | 769 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $636,956 | 2,339 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,552,752 | 44,713 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $13,369,379 | 44,575 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $14,349,861 | 45,114 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,076,906 | 44,961 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||