Heritage Wealth Advisors

Position in KMB — Kimberly Clark Corp

CIK 1591122 RICHMOND, VA

Position in KMB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$210,429

+$35,144 QoQ

Shares Held

1,917

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,341

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

Heritage Wealth Advisors holds $1,693,237 across 6 Household & Personal Products names. KMB ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	9,285	$1,361,552
2	KMB	Kimberly Clark Corp This page	1,917	$210,429
3	CL	Colgate Palmolive Co	716	$65,642
4	UL	Unilever PLC	666	$40,039
5	CHD	Church & Dwight Co Inc /De/	146	$14,144
6	CLX	Clorox Co /De/	15	$1,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,429	1,917	+5.5%	Shares	Sole	2026-08-14
2026-03-31	$175,285	1,817	0.0%	Shares	Sole	2026-05-14
2025-12-31	$183,317	1,817	0.0%	Shares	Sole	2026-02-13
2025-09-30	$225,925	1,817	0.0%	Shares	Sole	2025-11-13
2025-06-30	$234,247	1,817	0.0%	Shares	Sole	2025-08-11
2025-03-31	$258,413	1,817	0.0%	Shares	Sole	2025-05-08
2024-12-31	$238,099	1,817	-3.2%	Shares	Sole	2025-02-12
2024-09-30	$267,059	1,877	-2.0%	Shares	Sole	2024-11-12
2024-06-30	$264,791	1,916	-1.1%	Shares	Sole	2024-12-12
2024-03-31	$250,550	1,937	0.0%	Shares	Sole	2024-12-12
2023-12-31	$235,364	1,937	0.0%	Shares	Sole	2024-12-12
2023-09-30	$234,086	1,937	0.0%	Shares	Sole	2024-12-12
2023-06-30	$267,422	1,937	-2.1%	Shares	Sole	2024-12-12
2023-03-31	$265,621	1,979	-13.2%	Shares	Sole	2023-05-04
2022-12-31	$309,374	2,279	0.0%	Shares	Sole	2024-12-12
2022-09-30	$256,478	2,279	-6.6%	Shares	Sole	2024-12-12
2022-06-30	$329,630	2,439	+5.2%	Shares	Sole	2022-08-04
2022-03-31	$285,608	2,319	-1.4%	Shares	Sole	2022-05-11
2021-12-31	$336,147	2,352	-4.3%	Shares	Sole	2022-03-28
2021-09-30	$325,405	2,457	-1.6%	Shares	Sole	2021-11-02
2021-06-30	$334,048	2,497	0.0%	Shares	Sole	2021-08-09
2021-03-31	$347,207	2,497	-11.1%	Shares	Sole	2021-04-27
2020-12-31	$378,872	2,810	+1.4%	Shares	Sole	2021-02-01
2020-09-30	$409,165	2,771	+6.9%	Shares	Sole	2020-11-03
2020-06-30	$366,520	2,593	+409.4%	Shares	Sole	2020-07-17
2020-03-31	$65,085	509	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.