Position in NWL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,068
+$472 QoQ
Shares Held
174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#378
of 422 holders
Holding Since
Dec 2023
10 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, 2026Bruce G. Allen Investments, LLC holds $1,811,227 across 11 Household & Personal Products names. NWL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,456 | $800,067 | |
| 2 | CL |
Colgate Palmolive Co
|
5,625 | $515,700 | |
| 3 | UL |
Unilever PLC
|
3,330 | $200,199 | |
| 4 | KVUE |
Kenvue Inc.
|
7,699 | $147,127 | |
| 5 | CLX |
Clorox Co /De/
|
1,073 | $102,407 | |
| 6 | KMB |
Kimberly Clark Corp
|
272 | $29,857 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
135 | $13,078 | |
| 8 | NWL |
Newell Brands Inc.
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|
174 | $1,068 |
All Filings in NWL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068 | 174 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $596 | 174 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,127 | 303 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $717 | 137 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $756 | 140 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $291 | 47 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $418 | 42 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $322 | 42 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $337 | 42 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $190 | 22 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||