Position in YSG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,955
-$173,464 QoQ
Shares Held
617
-96.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 43 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YSG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $61,082,201 across 24 Household & Personal Products names. YSG ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
264,307 | $38,757,978 | |
| 2 | KMB |
Kimberly Clark Corp
|
88,383 | $9,701,801 | |
| 3 | CL |
Colgate Palmolive Co
|
59,320 | $5,438,457 | |
| 4 | CLX |
Clorox Co /De/
|
19,486 | $1,859,743 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,418 | $1,784,335 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14,869 | $1,173,907 | |
| 7 | UL |
Unilever PLC
|
15,558 | $935,346 | |
| 8 | NWL |
Newell Brands Inc.
|
88,182 | $541,437 |
All Filings in YSG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955 | 617 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $175,419 | 19,362 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||