Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,815
+$2,916 QoQ
Shares Held
130
+51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,079
of 1,154 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $5,177,652 across 8 Household & Personal Products names. UL ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
33,323 | $4,886,484 | |
| 2 | CL |
Colgate Palmolive Co
|
1,022 | $93,696 | |
| 3 | KVUE |
Kenvue Inc.
|
4,353 | $83,185 | |
| 4 | CLX |
Clorox Co /De/
|
722 | $68,907 | |
| 5 | KMB |
Kimberly Clark Corp
|
323 | $35,455 | |
| 6 | UL |
Unilever PLC
This page
|
130 | $7,815 | |
| 7 | RBGLY |
Reckitt Benckiser Group PLC
|
149 | $1,953 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2 | $157 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,815 | 130 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,899 | 86 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,689 | 87 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||