Position in WALD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$441
+$372 QoQ
Shares Held
251
+243.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 76 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Essential Partners LLC holds $644,157 across 20 Household & Personal Products names. WALD ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
1,942 | $178,042 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
608 | $89,157 | |
| 3 | CLX |
Clorox Co /De/
|
849 | $81,028 | |
| 4 | UL |
Unilever PLC
|
1,188 | $71,422 | |
| 5 | KMB |
Kimberly Clark Corp
|
526 | $57,739 | |
| 6 | NWL |
Newell Brands Inc.
|
9,147 | $56,162 | |
| 7 | HELE |
Helen Of Troy Ltd
|
1,499 | $43,575 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
329 | $31,873 |
All Filings in WALD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441 | 251 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $69 | 73 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $22 | 12 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $3 | 2 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $2 | 1 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||