Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$458,415
+$27,210 QoQ
Shares Held
7,625
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#635
of 1,172 holders
Holding Since
Sep 2024
8 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, 2026BIP Wealth, LLC holds $4,073,824 across 2 Household & Personal Products names. UL ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
24,655 | $3,615,409 | |
| 2 | UL |
Unilever PLC
This page
|
7,625 | $458,415 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,415 | 7,625 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $431,205 | 7,569 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $506,523 | 7,745 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $787,831 | 13,290 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $785,789 | 12,846 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $820,896 | 13,785 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $781,269 | 13,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $900,800 | 13,867 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||