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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Insight Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
2,439
Value
$223.6K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CL by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,439$223.6K<0.1%00.0%UnchangedHolders
Q1 20262,439$207.9K0.1%−414−14.5%ReducedHolders
Q4 20252,853$225.4K0.1%−1,924−40.3%ReducedHolders
Q3 20254,777$381.9K0.2%+9+0.2%AddedHolders
Q2 20254,768$433.4K0.2%−116−2.4%ReducedHolders
Q1 20254,884$457.6K0.3%−26−0.5%ReducedHolders
Q4 20244,910$446.4K0.3%+26+0.5%AddedHolders
Q3 20244,884$507.0K0.3%+5+0.1%AddedHolders
Q2 20244,879$473.5K0.3%00.0%UnchangedHolders
Q1 20244,879$439.4K0.3%+125+2.6%AddedHolders
Q4 20234,754$378.9K0.3%00.0%UnchangedHolders
Q3 20234,754$338.1K0.3%00.0%UnchangedHolders
Q2 20234,754$366.2K0.3%00.0%UnchangedHolders
Q1 20234,754$357.3K0.3%00.0%UnchangedHolders
Q4 20224,754$374.6K0.3%00.0%UnchangedHolders
Q3 20224,754$334.0K0.3%00.0%UnchangedHolders
Q2 20224,754$381.0K0.3%00.0%UnchangedHolders
Q1 20224,754$360.0K0.3%00.0%UnchangedHolders
Q4 20214,754$406.0K0.2%+4,754NewHolders