CL β€” COLGATE PALMOLIVE CO

Ownership history in NWF Advisory Services Inc.  Β·  3 quarters on record

AI Ownership Summary

NWF Advisory Services Inc. reported COLGATE PALMOLIVE CO (CL) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows CL at 0.08% 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 CL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NWF Advisory Services Inc.'s position in COLGATE PALMOLIVE 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
2025 Q3

CL was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 NWF Advisory Services Inc. held CL β€” position size vs. price
% of Fund (quarterly)    CL 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)
2025 Q3 REDUCED 4,654 -3,607 -43.7% 0.08% $359K 2025-12-08 $75.65
2025 Q2 REDUCED 8,261 -1,815 -18.0% 0.09% $751K 2025-09-09 $83.21
2025 Q1 INITIATED 10,076 β€” β€” 0.13% $916K 2025-05-14 $85.94

FAQ About NWF Advisory Services Inc. and CL

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

How long has NWF Advisory Services Inc. reported owning CL?

NWF Advisory Services Inc. reported CL across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported CL position in NWF Advisory Services Inc.'s portfolio?

The largest reported portfolio weight for CL was 0.13% in 2025 Q1.

What is the latest reported CL position on this page?

The most recent filing on this page is 2025 Q3, when NWF Advisory Services Inc. reported 4,654 shares, equal to 0.08% of portfolio, with an estimated market value of $359K.

What does the chart on this CL ownership page compare?

The chart compares NWF Advisory Services Inc.'s quarterly CL 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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