Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$396,912
-$59,075 QoQ
Shares Held
6,602
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#680
of 1,170 holders
Holding Since
Jun 2020
25 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, 2026Prospera Financial Services Inc holds $40,284,395 across 7 Household & Personal Products names. UL ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
244,751 | $35,890,286 | |
| 2 | CL |
Colgate Palmolive Co
|
15,609 | $1,431,033 | |
| 3 | ELF |
e.l.f. Beauty, Inc.
|
13,704 | $1,014,096 | |
| 4 | KMB |
Kimberly Clark Corp
|
8,038 | $882,331 | |
| 5 | UL |
Unilever PLC
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|
6,602 | $396,912 | |
| 6 | CLX |
Clorox Co /De/
|
4,086 | $389,967 | |
| 7 | KVUE |
Kenvue Inc.
|
14,640 | $279,770 |
All Filings in UL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,912 | 6,602 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $455,987 | 8,004 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,001,993 | 15,321 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,035,800 | 17,473 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,090,844 | 17,833 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,139,548 | 19,136 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $998,487 | 17,610 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,155,119 | 17,782 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,008,187 | 18,334 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $956,069 | 19,049 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,044,404 | 21,543 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $953,419 | 19,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $925,203 | 17,748 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $375,817 | 7,237 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $332,008 | 6,594 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $306,617 | 6,994 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $260,635 | 5,687 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $268,544 | 5,893 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $279,761 | 5,201 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $298,264 | 5,501 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $857,844 | 14,664 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $738,072 | 13,220 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $712,006 | 11,796 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $210,513 | 3,413 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $215,733 | 3,931 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||