Position in WALD
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$69
+$47 QoQ
Shares Held
73
+508.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Essential Partners LLC holds $481,457 across 23 Household & Personal Products names. WALD ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,492 | $215,504 | |
| 2 | CLX |
Clorox Co /De/
|
441 | $45,700 | |
| 3 | CL |
Colgate Palmolive Co
|
456 | $38,864 | |
| 4 | UL |
Unilever PLC
|
602 | $34,295 | |
| 5 | NWL |
Newell Brands Inc.
|
8,163 | $27,999 | |
| 6 | KVUE |
Kenvue Inc.
|
1,387 | $23,911 | |
| 7 | EWCZ |
European Wax Center, Inc.
|
3,451 | $19,946 | |
| 8 | HELE |
Helen Of Troy Ltd
|
1,236 | $17,823 |
All Filings in WALD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||