Caerus Investment Advisors, LLC
Position in NWL — Newell Brands Inc.
CIK 1862682
WEST LAKE HILLS, TX
Position in NWL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,723
+$34,988 QoQ
Shares Held
14,613
-8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#281
of 426 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $571,670 across 3 Household & Personal Products names. NWL ranks #3 (15.7% of the industry book) .
All Filings in NWL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,723 | 14,613 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $54,735 | 15,958 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $48,962 | 13,162 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||