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Equibles

D.A. DAVIDSON & CO.

Position in UL — Unilever PLC

CIK 1080107 GREAT FALLS, MT
Back to UL Full portfolio

Position in UL

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,152,813
+$720,935 QoQ
Shares Held
52,442
+22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#264
of 1,177 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $62,277,679 across 8 Household & Personal Products names. UL ranks #5 (5.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
 205,778 $30,175,285
2 CL
Colgate Palmolive Co
 111,069 $10,182,805
3 KMB
Kimberly Clark Corp
 91,061 $9,995,765
4 CHD
Church & Dwight Co Inc /De/
 41,923 $4,061,500
5 UL
Unilever PLC
This page 		52,442 $3,152,813
6 CLX
Clorox Co /De/
 27,027 $2,579,456
7 IPAR
Interparfums Inc
 17,025 $1,904,416
8 EL
Estee Lauder Companies Inc
 2,858 $225,639

All Filings in UL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,152,813 52,442
2026-03-31 $2,431,878 42,687
2025-12-31 $2,555,570 39,076
2025-09-30 $2,089,443 35,247
2025-06-30 $1,169,447 19,118
2025-03-31 $1,136,987 19,093
2024-12-31 $1,067,491 18,827
2024-09-30 $1,301,214 20,031
2024-06-30 $1,170,682 21,289
2024-03-31 $1,020,764 20,338
2023-12-31 $1,036,454 21,379
2023-09-30 $946,997 19,170
2023-06-30 $1,014,711 19,465
2023-03-31 $1,062,331 20,457
2022-12-31 $1,557,377 30,931
2022-09-30 $1,340,847 30,585
2022-06-30 $2,185,496 47,687
2022-03-31 $2,136,687 46,888
2021-12-31 $2,024,869 37,644
2021-09-30 $1,981,525 36,546
2021-06-30 $2,073,182 35,439
2021-03-31 $2,314,934 41,464
2020-12-31 $684,724 11,344
2020-09-30 $551,542 8,942
2020-06-30 $761,295 13,872
2020-03-31 $2,411,025 47,677