Position in HELE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$35,756
+$27,768 QoQ
Shares Held
1,230
+122.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 199 holders
Holding Since
Mar 2020
19 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, 2026IFP Advisors, Inc holds $20,202,682 across 21 Household & Personal Products names. HELE ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
87,479 | $12,827,920 | |
| 2 | UL |
Unilever PLC
|
66,896 | $4,021,787 | |
| 3 | KMB |
Kimberly Clark Corp
|
11,727 | $1,287,272 | |
| 4 | CLX |
Clorox Co /De/
|
8,264 | $788,716 | |
| 5 | ELF |
e.l.f. Beauty, Inc.
|
7,240 | $535,760 | |
| 6 | CL |
Colgate Palmolive Co
|
3,379 | $309,786 | |
| 7 | KVUE |
Kenvue Inc.
|
9,973 | $190,584 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
834 | $80,797 |
All Filings in HELE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,756 | 1,230 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,988 | 554 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,146 | 101 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $176 | 7 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,115 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $53 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $60 | 0 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $3 | 20 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,639 | 17 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,598 | 16 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,000 | 100 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $24,447 | 100 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $22,468 | 100 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $22,812 | 100 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $21,066 | 100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $22,219 | 100 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $22,254 | 115 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,684 | 115 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $21,892 | 152 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||