Position in HELE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$145
+$73 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 199 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,981,195 across 12 Household & Personal Products names. HELE ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
19,156 | $2,809,035 | |
| 2 | CLX |
Clorox Co /De/
|
406 | $38,748 | |
| 3 | KVUE |
Kenvue Inc.
|
1,834 | $35,047 | |
| 4 | CL |
Colgate Palmolive Co
|
350 | $32,088 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
162 | $15,694 | |
| 6 | KMB |
Kimberly Clark Corp
|
137 | $15,038 | |
| 7 | UL |
Unilever PLC
|
212 | $12,745 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
160 | $11,840 |
All Filings in HELE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145 | 5 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $72 | 5 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $106 | 5 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $781 | 31 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $283 | 10 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $802 | 15 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $897 | 15 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $927 | 15 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,391 | 15 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,152 | 10 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,208 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,214 | 19 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,052 | 19 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,855 | 30 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,878 | 53 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,314 | 24 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $974 | 6 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $488 | 2 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,348 | 6 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||