Avantax Planning Partners, Inc.

Position in KMB — Kimberly Clark Corp

CIK 1005441 DUBUQUE, IA

Position in KMB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,194,526

+$473,687 QoQ

Shares Held

29,102

+3.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#409

of 1,702 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $11,601,090 across 5 Household & Personal Products names. KMB ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	53,525	$7,848,906
2	KMB	Kimberly Clark Corp This page	29,102	$3,194,526
3	CLX	Clorox Co /De/	3,133	$299,013
4	UL	Unilever PLC	3,387	$203,626
5	COTY	Coty Inc.	25,472	$55,019

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,194,526	29,102	+3.2%	Shares	Sole	2026-07-28
2026-03-31	$2,720,839	28,204	+5.1%	Shares	Sole	2026-05-04
2025-12-31	$2,707,988	26,841	+6.9%	Shares	Sole	2026-02-05
2025-09-30	$3,121,680	25,106	+7.4%	Shares	Sole	2025-10-31
2025-06-30	$3,014,794	23,385	+5.0%	Shares	Sole	2025-08-11
2025-03-31	$3,165,959	22,261	+9.9%	Shares	Sole	2025-04-29
2024-12-31	$2,654,477	20,257	+4.8%	Shares	Sole	2025-02-07
2024-09-30	$2,748,849	19,320	-17.5%	Shares	Sole	2024-11-14
2024-06-30	$3,236,920	23,422	+66.3%	Shares	Sole	2024-08-09
2024-03-31	$1,821,894	14,085	+397.5%	Shares	Sole	2024-05-03
2023-12-31	$343,994	2,831	+17.0%	Shares	Sole	2024-02-09
2023-09-30	$292,336	2,419	-0.2%	Shares	Sole	2023-11-06
2023-06-30	$334,519	2,423	+0.2%	Shares	Sole	2023-07-18
2023-03-31	$324,543	2,418	-10.5%	Shares	Sole	2023-04-21
2022-12-31	$366,660	2,701	+2.9%	Shares	Sole	2023-02-10
2022-09-30	$295,304	2,624	-0.9%	Shares	Sole	2022-10-14
2022-06-30	$358,012	2,649	+9.0%	Shares	Sole	2022-07-18
2022-03-31	$299,278	2,430	-4.0%	Shares	Sole	2022-05-09
2021-12-31	$361,873	2,532	+1.5%	Shares	Sole	2022-01-28
2021-09-30	$330,437	2,495	+0.1%	Shares	Sole	2021-10-27
2021-06-30	$333,379	2,492	-9.5%	Shares	Sole	2021-08-10
2021-03-31	$382,943	2,754	-26.8%	Shares	Sole	2021-05-06
2020-12-31	$507,230	3,762	+8.4%	Shares	Sole	2021-02-04
2020-09-30	$512,527	3,471	+2.4%	Shares	Sole	2020-10-28
2020-06-30	$479,317	3,391	+15.5%	Shares	Sole	2020-07-15
2020-03-31	$375,298	2,935	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.