Position in KMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,764,991
+$1,551,214 QoQ
Shares Held
16,079
+625.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#550
of 1,702 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $4,121,817 across 3 Household & Personal Products names. KMB ranks #2 (42.8% of the industry book) .
All Filings in KMB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,764,991 | 16,079 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $213,777 | 2,216 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $221,958 | 2,200 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $187,380 | 1,507 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $217,881 | 1,532 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $200,360 | 1,529 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $215,981 | 1,518 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $255,946 | 1,852 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $239,556 | 1,852 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $225,036 | 1,852 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $223,814 | 1,852 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $207,366 | 1,502 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $201,598 | 1,502 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $203,896 | 1,502 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $205,698 | 1,522 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $251,492 | 2,042 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||