Position in WALD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$288
+$272 QoQ
Shares Held
164
+864.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 11 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Farther Finance Advisors, LLC holds $40,696,406 across 23 Household & Personal Products names. WALD ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
159,364 | $23,369,136 | |
| 2 | UL |
Unilever PLC
|
108,261 | $6,508,651 | |
| 3 | CL |
Colgate Palmolive Co
|
56,610 | $5,190,004 | |
| 4 | KMB |
Kimberly Clark Corp
|
19,640 | $2,155,882 | |
| 5 | KVUE |
Kenvue Inc.
|
68,743 | $1,313,678 | |
| 6 | CLX |
Clorox Co /De/
|
8,512 | $812,385 | |
| 7 | EPC |
EDGEWELL PERSONAL CARE Co
|
14,158 | $380,283 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
3,462 | $335,398 |
All Filings in WALD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288 | 164 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $16 | 17 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||