Position in HELE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$58
+$30 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 199 holders
Holding Since
Mar 2021
22 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $223,917 across 11 Household & Personal Products names. HELE ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,216 | $178,314 | |
| 2 | CL |
Colgate Palmolive Co
|
161 | $14,760 | |
| 3 | UL |
Unilever PLC
|
115 | $6,913 | |
| 4 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 5 | KMB |
Kimberly Clark Corp
|
53 | $5,817 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
56 | $5,425 | |
| 7 | KVUE |
Kenvue Inc.
|
216 | $4,127 | |
| 8 | CLX |
Clorox Co /De/
|
24 | $2,290 |
All Filings in HELE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58 | 2 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $42 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $50 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $56 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $106 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $119 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $123 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $185 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $230 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $241 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $233 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $216 | 2 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $190 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $221 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $192 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $324 | 2 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $391 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $488 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $449 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $456 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $421 | 2 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||