Position in HELE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$100,465
+$52,432 QoQ
Shares Held
3,456
+3.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 199 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SIGNATUREFD, LLC holds $19,115,936 across 19 Household & Personal Products names. HELE ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
70,524 | $10,341,639 | |
| 2 | UL |
Unilever PLC
|
44,834 | $2,695,420 | |
| 3 | CL |
Colgate Palmolive Co
|
21,548 | $1,975,520 | |
| 4 | CLX |
Clorox Co /De/
|
14,116 | $1,347,231 | |
| 5 | KMB |
Kimberly Clark Corp
|
7,353 | $807,138 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
7,768 | $752,563 | |
| 7 | KVUE |
Kenvue Inc.
|
28,630 | $547,119 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2,073 | $163,663 |
All Filings in HELE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,465 | 3,456 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $48,033 | 3,331 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $81,366 | 3,829 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $65,293 | 2,591 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $40,555 | 1,429 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $44,664 | 835 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $67,787 | 1,133 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $61,293 | 991 | Shares | Sole | 2024-10-21 | |
| 2020-09-30 | $967 | 5 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||