Position in HELE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,208
-$10,732 QoQ
Shares Held
916
-3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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, 2026Advisory Services Network, LLC holds $40,024,944 across 9 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
115,347 | $16,914,476 | |
| 2 | CL |
Colgate Palmolive Co
|
73,730 | $6,759,560 | |
| 3 | KMB |
Kimberly Clark Corp
|
52,061 | $5,714,732 | |
| 4 | CLX |
Clorox Co /De/
|
39,317 | $3,752,411 | |
| 5 | UL |
Unilever PLC
|
52,169 | $3,136,395 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
19,009 | $1,841,587 | |
| 7 | KVUE |
Kenvue Inc.
|
75,323 | $1,439,419 | |
| 8 | EL |
Estee Lauder Companies Inc
|
4,980 | $393,164 |
All Filings in HELE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,208 | 916 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $23,940 | 950 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $129,387 | 1,071 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $168,355 | 1,769 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $190,431 | 1,717 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $222,223 | 909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $202,661 | 902 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $215,573 | 945 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $215,926 | 1,025 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $213,302 | 960 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $186,553 | 964 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $24,196 | 168 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||