Lipe & Dalton CLX Clorox Co

Ownership history in Lipe & Dalton  ·  2 quarters on record

AI Ownership Summary

Lipe & Dalton reported Clorox Co (CLX) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.26% in 2026 Q2. The latest visible filing shows CLX at 0.26% 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 Lipe & Dalton's position in Clorox Co, 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 Q2

CLX was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Lipe & Dalton held CLX — position size vs. price
% of Fund (quarterly)    CLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 5,925 +5,825 +5825.0% 0.26% $565 2026-07-14 $94.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lipe & Dalton and CLX

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

How long has Lipe & Dalton reported owning CLX?

Lipe & Dalton reported CLX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported CLX position in Lipe & Dalton's portfolio?

The largest reported portfolio weight for CLX was 0.26% in 2026 Q2.

What is the latest reported CLX position on this page?

The most recent filing on this page is 2026 Q2, when Lipe & Dalton reported 5,925 shares, equal to 0.26% of portfolio, with an estimated market value of $565.

What does the chart on this CLX ownership page compare?

The chart compares Lipe & Dalton'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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