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Equibles

Transamerica Financial Advisors, LLC

Position in UL — Unilever PLC

CIK 1502149 CEDAR RAPIDS, IA
Back to UL Full portfolio

Position in UL

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$493,885
+$53,336 QoQ
Shares Held
8,215
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $3,791,507 across 15 Household & Personal Products names. UL ranks #3 (13.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
 10,787 $1,581,805
2 CL
Colgate Palmolive Co
 11,603 $1,063,763
3 UL
Unilever PLC
This page 		8,215 $493,885
4 KVUE
Kenvue Inc.
 14,227 $271,877
5 KMB
Kimberly Clark Corp
 2,038 $223,711
6 CLX
Clorox Co /De/
 1,315 $125,503
7 ELF
e.l.f. Beauty, Inc.
 187 $13,838
8 CHD
Church & Dwight Co Inc /De/
 108 $10,463

All Filings in UL

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $493,885 8,215
2026-03-31 $440,549 7,733
2025-12-31 $373,041 5,704
2025-09-30 $433,592 7,307
2025-06-30 $345,160 5,637
2025-03-31 $409,458 6,869
2024-12-31 $266,927 4,703
2024-09-30 $276,616 4,254
2024-06-30 $283,757 5,155
2024-03-31 $258,988 5,155
2023-12-31 $50,809 1,047
2023-09-30 $12,955 262
2022-09-30 $2,896 66