CLX β€” CLOROX CO DEL

Ownership history in HFR Wealth Management, LLC  Β·  18 quarters on record

AI Ownership Summary

HFR Wealth Management, LLC reported CLOROX CO DEL (CLX) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.21% in 2023 Q4. The latest visible filing shows CLX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HFR Wealth Management, LLC's position in CLOROX CO DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CLX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HFR Wealth Management, LLC held CLX β€” position size vs. price
% of Fund (quarterly)    CLX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,217 β€” 0% 0.06% $273K 2025-11-10 $103.54
2025 Q2 UNCHANGED 2,217 β€” 0% 0.06% $266K 2025-08-12 $119.00
2025 Q1 REDUCED 2,217 -1,978 -47.2% 0.08% $326K 2025-05-13 $132.09
2024 Q4 UNCHANGED 4,195 β€” 0% 0.17% $681K 2025-02-06 $141.79
2024 Q3 REDUCED 4,195 -164 -3.8% 0.17% $683K 2024-11-12 $157.09
2024 Q2 REDUCED 4,359 -22 -0.5% 0.15% $595K 2024-08-14 $136.71
2024 Q1 REDUCED 4,381 -1,170 -21.1% 0.17% $671K 2024-05-13 $132.51
2023 Q4 REDUCED 5,551 -61,370 -91.7% 0.21% $792K 2024-02-13 $142.37
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HFR Wealth Management, LLC and CLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has HFR Wealth Management, LLC reported owning CLX?

HFR Wealth Management, LLC reported CLX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CLX position in HFR Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CLX was 0.21% in 2023 Q4.

What is the latest reported CLX position on this page?

The most recent filing on this page is 2025 Q3, when HFR Wealth Management, LLC reported 2,217 shares, equal to 0.06% of portfolio, with an estimated market value of $273K.

What does the chart on this CLX ownership page compare?

The chart compares HFR Wealth Management, LLC's quarterly CLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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