Position in HELE
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,460
-$36,075 QoQ
Shares Held
240
-34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $4,415,400 across 9 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
24,265 | $3,558,219 | |
| 2 | KMB |
Kimberly Clark Corp
|
5,451 | $598,356 | |
| 3 | CL |
Colgate Palmolive Co
|
1,750 | $160,440 | |
| 4 | UL |
Unilever PLC
|
1,022 | $61,442 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
275 | $26,642 | |
| 6 | CLX |
Clorox Co /De/
|
95 | $9,066 | |
| 7 | NWL |
Newell Brands Inc.
|
149 | $914 | |
| 8 | EL |
Estee Lauder Companies Inc
|
3 | $236 |
All Filings in HELE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,460 | 240 | Shares | Sole | 2026-04-23 | |
| 2023-06-30 | $39,535 | 366 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,603 | 227 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $25,176 | 227 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $21,891 | 227 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $36,867 | 227 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $44,455 | 227 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $55,494 | 227 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $51,002 | 227 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $39,008 | 171 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $36,022 | 171 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $37,994 | 171 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $17,416 | 90 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||