Position in HELE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,789
New position
Shares Held
8,490
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026AE Wealth Management LLC holds $177,607,667 across 11 Household & Personal Products names. HELE ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
551,542 | $80,878,077 | |
| 2 | KMB |
Kimberly Clark Corp
|
564,452 | $61,959,860 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
260,334 | $25,221,130 | |
| 4 | CL |
Colgate Palmolive Co
|
41,172 | $3,774,629 | |
| 5 | KVUE |
Kenvue Inc.
|
123,372 | $2,357,615 | |
| 6 | CLX |
Clorox Co /De/
|
10,830 | $1,033,610 | |
| 7 | UL |
Unilever PLC
|
15,852 | $953,018 | |
| 8 | ACU |
Acme United Corp
|
17,419 | $831,234 |
All Filings in HELE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,789 | 8,490 | Shares | Other | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||