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Heritage Wealth Management, Inc.

SEC CIK
0002012170
Latest filing
Jul 22, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Heritage Wealth Management, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of CL by Heritage Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,298−100.0%Sold outHolders
Q3 20241,298$134.7K0.1%00.0%UnchangedHolders
Q2 20241,298$126.0K0.1%+1,298NewHolders