Skip to main content

Level Financial Advisors, Inc.

SEC CIK
0001871734
Latest filing
Jul 15, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Level Financial Advisors, Inc., 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of CL by Level Financial Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−612−100.0%Sold outHolders
Q4 2023612$48.8K<0.1%00.0%UnchangedHolders
Q3 2023612$43.5K<0.1%00.0%UnchangedHolders
Q2 2023612$47.1K<0.1%00.0%UnchangedHolders
Q1 2023612$46.0K<0.1%00.0%UnchangedHolders
Q4 2022612$48.0K<0.1%00.0%UnchangedHolders
Q3 2022612$43.0K<0.1%00.0%UnchangedHolders
Q2 2022612$49.0K<0.1%00.0%UnchangedHolders
Q1 2022612$46.0K<0.1%00.0%UnchangedHolders
Q4 2021612$52.0K<0.1%–No prior filingHolders