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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Optivise Advisory Services 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)
2,293
Value
$210.2K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of CL by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,293$210.2K0.1%−223−8.9%ReducedHolders
Q1 20262,516$214.4K0.1%−442−14.9%ReducedHolders
Q4 20252,958$233.7K0.1%+236+8.7%AddedHolders
Q3 20252,722$217.6K0.1%−1,542−36.2%ReducedHolders
Q2 20254,264$387.6K0.2%+103+2.5%AddedHolders
Q1 20254,161$389.9K0.2%−20−0.5%ReducedHolders
Q4 20244,181$380.1K0.2%+224+5.7%AddedHolders
Q3 20243,957$410.7K0.2%−351−8.1%ReducedHolders
Q2 20244,308$418.1K0.2%–No prior filingHolders