Position in UL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,711,430
-$402,264 QoQ
Shares Held
47,594
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Strategic Advisors LLC holds $1,696,331 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,568 | $1,696,331 |
All Filings in UL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,711,430 | 47,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,113,694 | 47,610 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,174,386 | 53,549 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,232,771 | 52,849 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,147,157 | 52,849 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,068,152 | 54,112 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,709,997 | 57,112 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,140,590 | 57,112 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,971,851 | 59,212 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,870,598 | 59,212 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,929,121 | 59,294 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,091,311 | 59,300 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,079,395 | 59,299 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,985,656 | 59,298 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,620,669 | 59,778 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,730,186 | 59,572 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,704,490 | 59,348 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,180,440 | 59,127 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,824,883 | 33,657 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $353,223 | 6,038 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $330,122 | 5,913 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $368,497 | 6,105 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||