Position in HELE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,511
+$14,587 QoQ
Shares Held
740
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#158
of 199 holders
Holding Since
Mar 2022
18 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, 2026HAZLETT, BURT & WATSON, INC. holds $3,536,214 across 7 Household & Personal Products names. HELE ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
15,795 | $2,316,158 | |
| 2 | CL |
Colgate Palmolive Co
|
8,655 | $793,488 | |
| 3 | UL |
Unilever PLC
|
6,212 | $373,458 | |
| 4 | HELE |
Helen Of Troy Ltd
This page
|
740 | $21,511 | |
| 5 | KVUE |
Kenvue Inc.
|
850 | $16,243 | |
| 6 | EL |
Estee Lauder Companies Inc
|
125 | $9,868 | |
| 7 | KMB |
Kimberly Clark Corp
|
50 | $5,488 |
All Filings in HELE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,511 | 740 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,924 | 740 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,328 | 1,540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,291 | 1,540 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $43,704 | 1,540 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $82,374 | 1,540 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $92,137 | 1,540 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $95,249 | 1,540 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $142,819 | 1,540 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $177,469 | 1,540 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $201,751 | 1,670 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $194,653 | 1,670 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $189,034 | 1,750 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $166,546 | 1,750 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $194,091 | 1,750 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $168,769 | 1,750 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $284,216 | 1,750 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $342,719 | 1,750 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||