Transamerica Financial Advisors, LLC
Position in HELE — Helen Of Troy Ltd
CIK 1502149
CEDAR RAPIDS, IA
Position in HELE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$552
+$279 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 199 holders
Holding Since
Mar 2026
2 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, 2026Transamerica Financial Advisors, LLC holds $3,791,507 across 15 Household & Personal Products names. HELE ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
10,787 | $1,581,805 | |
| 2 | CL |
Colgate Palmolive Co
|
11,603 | $1,063,763 | |
| 3 | UL |
Unilever PLC
|
8,215 | $493,885 | |
| 4 | KVUE |
Kenvue Inc.
|
14,227 | $271,877 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,038 | $223,711 | |
| 6 | CLX |
Clorox Co /De/
|
1,315 | $125,503 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
187 | $13,838 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
108 | $10,463 |
All Filings in HELE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552 | 19 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $273 | 19 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||