CLX β€” CLOROX CO DEL

Ownership history in Lineweaver Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Lineweaver Wealth Advisors, LLC reported CLOROX CO DEL (CLX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows CLX at 0.14% 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.

What this CLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lineweaver Wealth Advisors, 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
2026 Q1

CLX was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Lineweaver Wealth Advisors, LLC held CLX β€” position size vs. price
% of Fund (quarterly)    CLX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,238 +2,780 +37.3% 0.14% $1.1M 2026-04-08 $105.67
2025 Q4 REDUCED 7,458 -603 -7.5% 0.10% $752K 2026-01-14 $110.19
2025 Q3 INITIATED 8,061 β€” β€” 0.15% $994K 2025-10-10 $117.59

FAQ About Lineweaver Wealth Advisors, 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 Lineweaver Wealth Advisors, LLC reported owning CLX?

Lineweaver Wealth Advisors, LLC reported CLX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CLX position in Lineweaver Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CLX was 0.15% in 2025 Q3.

What is the latest reported CLX position on this page?

The most recent filing on this page is 2026 Q1, when Lineweaver Wealth Advisors, LLC reported 10,238 shares, equal to 0.14% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CLX ownership page compare?

The chart compares Lineweaver Wealth Advisors, 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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