Position in HELE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,453
+$14,410 QoQ
Shares Held
1,082
-8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 199 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $4,261,721 across 23 Household & Personal Products names. HELE ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,108 | $1,775,510 | |
| 2 | CL |
Colgate Palmolive Co
|
8,564 | $785,142 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,446 | $430,723 | |
| 4 | UL |
Unilever PLC
|
4,904 | $294,822 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,348 | $257,734 | |
| 6 | KVUE |
Kenvue Inc.
|
12,251 | $234,113 | |
| 7 | CLX |
Clorox Co /De/
|
1,475 | $140,770 | |
| 8 | NWL |
Newell Brands Inc.
|
20,173 | $123,859 |
All Filings in HELE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,453 | 1,082 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,043 | 1,182 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,760 | 130 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,518 | 219 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,925 | 385 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,668 | 106 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,930 | 49 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $741 | 12 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,377 | 58 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,105 | 53 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $14,375 | 119 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,710 | 49 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,292 | 49 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,567 | 48 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,432 | 58 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,543 | 16 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||