Perigon Wealth Management, LLC

Position in UL — Unilever PLC

CIK 1575239 SAN FRANCISCO, CA

Position in UL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$499,537

-$75,233 QoQ

Shares Held

8,309

-17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#607

of 1,170 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $15,685,516 across 8 Household & Personal Products names. UL ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	74,029	$10,855,612
2	CL	Colgate Palmolive Co	21,327	$1,955,259
3	CLX	Clorox Co /De/	7,644	$729,543
4	KVUE	Kenvue Inc.	33,240	$635,216
5	KMB	Kimberly Clark Corp	4,608	$505,820
6	UL	Unilever PLC This page	8,309	$499,537
7	CHD	Church & Dwight Co Inc /De/	2,970	$287,733
8	EL	Estee Lauder Companies Inc	2,746	$216,796

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,537	8,309	-17.6%	Shares	Sole	2026-08-07
2026-03-31	$574,770	10,089	+0.5%	Shares	Sole	2026-04-10
2025-12-31	$656,550	10,039	+6.8%	Shares	Sole	2026-01-16
2025-09-30	$557,291	9,401	+3.6%	Shares	Sole	2025-10-17
2025-06-30	$554,811	9,070	-4.6%	Shares	Sole	2025-07-16
2025-03-31	$566,201	9,508	-8.4%	Shares	Sole	2025-04-23
2024-12-31	$588,773	10,384	+4.6%	Shares	Sole	2025-01-22
2024-09-30	$644,728	9,925	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$546,380	9,936	-5.4%	Shares	Sole	2024-08-02
2024-03-31	$527,346	10,507	+31.5%	Shares	Sole	2024-04-29
2023-12-31	$387,452	7,992	-9.3%	Shares	Sole	2024-01-29
2023-09-30	$435,164	8,809	+32.0%	Shares	Sole	2023-10-30
2023-06-30	$347,759	6,671	+33.7%	Shares	Sole	2023-08-02
2023-03-31	$259,026	4,988	-6.8%	Shares	Sole	2023-05-03
2022-12-31	$269,473	5,352	+364.2%	Shares	Sole	2023-05-01
2020-12-31	$69,595	1,153	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.