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PlanVest Financial, Inc

Position in KMB — Kimberly Clark Corp

CIK 2135239 GAITHERSBURG, MD

Position in KMB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$24,149
+$2,926 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,536
of 1,702 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KMB Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

PlanVest Financial, Inc holds $416,552 across 3 Household & Personal Products names. KMB ranks #3 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 KMB
Kimberly Clark Corp
This page
220 $24,149

All Filings in KMB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,149 220
2026-03-31 $21,223 220