Position in HELE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$793
-$375 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $17,188,838 across 9 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
86,325 | $12,658,697 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
29,383 | $2,846,625 | |
| 3 | CL |
Colgate Palmolive Co
|
13,009 | $1,192,665 | |
| 4 | KMB |
Kimberly Clark Corp
|
1,742 | $191,219 | |
| 5 | CLX |
Clorox Co /De/
|
1,902 | $181,526 | |
| 6 | UL |
Unilever PLC
|
1,172 | $70,460 | |
| 7 | KVUE |
Kenvue Inc.
|
1,128 | $21,556 | |
| 8 | NWL |
Newell Brands Inc.
|
3,285 | $20,169 |
All Filings in HELE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793 | 55 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,168 | 55 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,386 | 55 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,505 | 194 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,595 | 142 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,290 | 55 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,401 | 55 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $625,253 | 6,742 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $986,684 | 8,562 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,235,765 | 10,229 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,336,010 | 11,462 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,344,524 | 12,447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,308,206 | 13,746 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,552,407 | 13,997 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,540,243 | 15,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,774,125 | 17,081 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,584,459 | 18,303 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||