Prestige Wealth Management Group LLC
Position in HELE — Helen Of Troy Ltd
CIK 1772715
FLEMINGTON, NJ
Position in HELE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$173
-$422 QoQ
Shares Held
12
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $15,182,191 across 9 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
145,809 | $13,367,769 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
11,286 | $1,654,978 | |
| 3 | UL |
Unilever PLC
|
918 | $55,190 | |
| 4 | KMB |
Kimberly Clark Corp
|
491 | $53,896 | |
| 5 | CLX |
Clorox Co /De/
|
200 | $19,088 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
195 | $18,890 | |
| 7 | EL |
Estee Lauder Companies Inc
|
95 | $7,500 | |
| 8 | KVUE |
Kenvue Inc.
|
209 | $3,993 |
All Filings in HELE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173 | 12 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $595 | 28 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $705 | 28 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $794 | 28 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,497 | 28 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,675 | 28 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,731 | 28 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $2,596 | 28 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $3,226 | 28 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $3,382 | 28 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $3,263 | 28 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $3,024 | 28 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $2,664 | 28 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $3,105 | 28 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $2,700 | 28 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $4,547 | 28 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $5,483 | 28 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $6,845 | 28 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,291 | 28 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $6,387 | 28 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,898 | 28 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $6,221 | 28 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $5,418 | 28 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,279 | 28 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,032 | 28 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||