Position in HELE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$75,262
+$59,848 QoQ
Shares Held
2,589
+142.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 199 holders
Holding Since
Sep 2021
17 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, 2026Allworth Financial LP holds $72,476,308 across 23 Household & Personal Products names. HELE ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
393,037 | $57,634,945 | |
| 2 | UL |
Unilever PLC
|
134,968 | $8,114,275 | |
| 3 | CL |
Colgate Palmolive Co
|
32,804 | $3,007,470 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,457 | $1,477,174 | |
| 5 | KVUE |
Kenvue Inc.
|
38,307 | $732,046 | |
| 6 | CLX |
Clorox Co /De/
|
5,945 | $567,390 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
3,009 | $291,511 | |
| 8 | EL |
Estee Lauder Companies Inc
|
1,885 | $148,820 |
All Filings in HELE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,262 | 2,589 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,414 | 1,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,687 | 1,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,326 | 132 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $964 | 34 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $897 | 15 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,546 | 25 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $927 | 10 | Shares | Sole | 2024-07-24 | |
| 2023-09-30 | $349 | 3 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $324 | 3 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $285 | 3 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $332 | 3 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $289 | 3 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487 | 3 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $587 | 3 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $733 | 3 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $674 | 3 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||