ProVise Management Group, LLC

Position in UL — Unilever PLC

CIK 1305707 CLEARWATER, FL

Position in UL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,477,906

+$747,442 QoQ

Shares Held

207,550

+0.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#119

of 1,170 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ProVise Management Group, LLC holds $13,579,662 across 3 Household & Personal Products names. UL ranks #1 (91.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC This page	207,550	$12,477,906
2	CL	Colgate Palmolive Co	6,568	$602,154
3	PG	PROCTER & GAMBLE Co	3,407	$499,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,477,906	207,550	+0.8%	Shares	Sole	2026-08-03
2026-03-31	$11,730,464	205,906	+4.9%	Shares	Sole	2026-05-07
2025-12-31	$12,842,467	196,368	-4.2%	Shares	Sole	2026-01-29
2025-09-30	$12,154,067	205,028	+5.1%	Shares	Sole	2025-11-13
2025-06-30	$11,932,181	195,066	+4.8%	Shares	Sole	2025-08-08
2025-03-31	$11,080,645	186,073	+7.6%	Shares	Sole	2025-05-08
2024-12-31	$9,808,710	172,993	+4.4%	Shares	Sole	2025-02-11
2024-09-30	$10,763,164	165,689	+2.7%	Shares	Sole	2024-11-12
2024-06-30	$8,867,635	161,259	+3.7%	Shares	Sole	2024-08-12
2024-03-31	$7,801,587	155,441	+7.5%	Shares	Sole	2024-05-09
2023-12-31	$7,007,251	144,539	+9.9%	Shares	Sole	2024-02-09
2023-09-30	$6,495,800	131,494	+12.3%	Shares	Sole	2023-11-08
2023-06-30	$6,103,906	117,090	+7.2%	Shares	Sole	2023-08-24
2023-03-31	$5,671,480	109,214	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$5,475,667	108,752	+7.6%	Shares	Sole	2023-02-10
2022-09-30	$4,429,903	101,047	+4.0%	Shares	Sole	2022-11-09
2022-06-30	$4,450,829	97,116	+5.6%	Shares	Sole	2022-08-08
2022-03-31	$4,191,394	91,977	+289.7%	Shares	Sole	2022-04-27
2021-12-31	$1,269,604	23,603	+39.5%	Shares	Sole	2022-01-18
2021-09-30	$917,674	16,925	+22.5%	Shares	Sole	2021-10-20
2021-06-30	$808,002	13,812	+1.2%	Shares	Sole	2021-08-06
2021-03-31	$761,911	13,647	-1.4%	Shares	Sole	2021-04-22
2020-12-31	$835,805	13,847	+6.3%	Shares	Sole	2021-01-19
2020-09-30	$803,197	13,022	+1.4%	Shares	Sole	2020-10-26
2020-06-30	$705,043	12,847	+26.4%	Shares	Sole	2020-08-07
2020-03-31	$514,145	10,167	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.