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Pflug Koory, LLC

Position in HELE — Helen Of Troy Ltd

CIK 1740063 OMAHA, NE

Position in HELE

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$17,587
+$7,421 QoQ
Shares Held
605
-14.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#159
of 199 holders
Holding Since
Mar 2020
25 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, 2026

Pflug Koory, LLC holds $2,663,026 across 6 Household & Personal Products names. HELE ranks #4 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 HELE
Helen Of Troy Ltd
This page
605 $17,587

All Filings in HELE

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,587 605
2026-03-31 $10,166 705
2025-12-31 $14,981 705
2025-09-30 $17,766 705
2025-06-30 $20,007 705
2025-03-31 $37,710 705
2024-12-31 $42,180 705
2024-09-30 $43,604 705
2024-03-31 $131,949 1,145
2023-12-31 $138,327 1,145
2023-09-30 $139,289 1,195
2023-06-30 $129,083 1,195
2023-03-31 $132,762 1,395
2022-12-31 $197,974 1,785
2022-09-30 $172,145 1,785
2022-06-30 $302,082 1,860
2022-03-31 $374,054 1,910
2021-12-31 $466,937 1,910
2021-09-30 $432,509 1,925
2021-06-30 $553,191 2,425
2021-03-31 $510,850 2,425
2020-12-31 $574,361 2,585
2020-09-30 $500,249 2,585
2020-06-30 $487,427 2,585
2020-03-31 $473,138 3,285