Position in UL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$45,210
+$3,281 QoQ
Shares Held
752
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#975
of 1,170 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $4,621,728 across 12 Household & Personal Products names. UL ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
28,368 | $4,159,883 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,771 | $304,172 | |
| 3 | KVUE |
Kenvue Inc.
|
2,836 | $54,195 | |
| 4 | UL |
Unilever PLC
This page
|
752 | $45,210 | |
| 5 | CL |
Colgate Palmolive Co
|
314 | $28,787 | |
| 6 | CLX |
Clorox Co /De/
|
122 | $11,643 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
98 | $9,494 | |
| 8 | EL |
Estee Lauder Companies Inc
|
61 | $4,815 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,210 | 752 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $41,929 | 736 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $48,134 | 736 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49,083 | 828 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $50,648 | 828 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $49,307 | 828 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $46,947 | 828 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $62,101 | 956 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $52,570 | 956 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $45,723 | 911 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $44,213 | 912 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $45,398 | 919 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $48,220 | 925 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $51,410 | 990 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $58,103 | 1,154 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,253 | 2,264 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $112,741 | 2,460 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $120,760 | 2,650 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $87,677 | 1,630 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $129,206 | 2,383 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,855 | 83 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,633 | 83 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,009 | 83 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $15,913 | 258 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $14,159 | 258 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $13,047 | 258 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||