INDEPENDENT FINANCIAL GROUP, LLC

Position in NWL — Newell Brands Inc.

CIK 275484 SAN DIEGO, CA

Position in NWL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$209,681

+$85,805 QoQ

Shares Held

34,150

+2.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#215

of 423 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,156,445 across 5 Household & Personal Products names. NWL ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	35,296	$5,175,805
2	KMB	Kimberly Clark Corp	18,546	$2,035,794
3	CLX	Clorox Co /De/	15,028	$1,434,272
4	CL	Colgate Palmolive Co	3,282	$300,893
5	NWL	Newell Brands Inc. This page	34,150	$209,681

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,681	34,150	+2.6%	Shares	Sole	2026-07-15
2025-12-31	$123,876	33,300	-7.0%	Shares	Sole	2026-05-15
2025-09-30	$187,592	35,800	0.0%	Shares	Sole	2026-05-15
2025-06-30	$193,320	35,800	+129.3%	Shares	Sole	2026-05-15
2025-03-31	$96,813	15,615	+9.5%	Shares	Sole	2026-05-19
2024-12-31	$142,079	14,265	+7.5%	Shares	Sole	2026-06-12
2024-09-30	$101,875	13,265	0.0%	Shares	Sole	2026-06-12
2024-06-30	$85,028	13,265	+0.8%	Shares	Sole	2026-06-12
2024-03-31	$105,714	13,165	-1.0%	Shares	Sole	2026-06-12
2023-12-31	$115,444	13,300	0.0%	Shares	Sole	2026-06-12
2023-09-30	$120,099	13,300	+8.1%	Shares	Sole	2026-06-12
2023-06-30	$107,010	12,300	+8.1%	Shares	Sole	2026-06-12
2023-03-31	$141,505	11,375	+6.1%	Shares	Sole	2026-06-12
2022-12-31	$140,283	10,725	+6.5%	Shares	Sole	2026-06-15
2022-09-30	$139,941	10,075	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.