West Family Investments, Inc.

Position in UL — Unilever PLC

CIK 1568303 CARLSBAD, CA

Position in UL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$448,314

-$29,949 QoQ

Shares Held

7,457

-11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#643

of 1,172 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $2,840,584 across 5 Household & Personal Products names. UL ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	9,405	$1,379,149
2	CHD	Church & Dwight Co Inc /De/	5,382	$521,408
3	UL	Unilever PLC This page	7,457	$448,314
4	CL	Colgate Palmolive Co	4,054	$371,670
5	NWL	Newell Brands Inc.	19,551	$120,043

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,314	7,457	-11.2%	Shares	Sole	2026-08-10
2026-03-31	$478,263	8,395	-19.3%	Shares	Sole	2026-05-07
2025-12-31	$680,029	10,398	-27.4%	Shares	Sole	2026-02-11
2025-09-30	$848,949	14,321	+5.9%	Shares	Sole	2025-11-12
2025-06-30	$827,017	13,520	+43.6%	Shares	Sole	2025-08-13
2025-03-31	$560,603	9,414	+0.9%	Shares	Sole	2025-05-02
2024-12-31	$529,238	9,334	-1.7%	Shares	Sole	2025-02-07
2024-09-30	$616,535	9,491	+4.1%	Shares	Sole	2024-11-08
2024-06-30	$501,289	9,116	0.0%	Shares	Sole	2024-08-05
2024-03-31	$457,532	9,116	0.0%	Shares	Sole	2024-05-13
2023-12-31	$441,943	9,116	+9.8%	Shares	Sole	2024-02-06
2023-09-30	$410,118	8,302	0.0%	Shares	Sole	2023-11-02
2023-06-30	$432,783	8,302	0.0%	Shares	Sole	2023-08-16
2023-03-31	$431,122	8,302	0.0%	Shares	Sole	2023-05-03
2022-12-31	$418,006	8,302	-3.6%	Shares	Sole	2023-02-08
2022-09-30	$377,506	8,611	+13.3%	Shares	Sole	2022-11-04
2022-06-30	$348,170	7,597	-49.2%	Shares	Sole	2022-08-12
2021-12-31	$804,644	14,959	-8.4%	Shares	Sole	2022-02-15
2021-09-30	$885,413	16,330	+60.2%	Shares	Sole	2022-02-15
2021-06-30	$596,173	10,191	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.