Capstone Financial Advisors, Inc.

Position in UL — Unilever PLC

CIK 1599217 DOWNERS GROVE, IL

Position in UL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,417,088

+$70,318 QoQ

Shares Held

23,571

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#392

of 1,172 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Capstone Financial Advisors, Inc. holds $2,563,983 across 4 Household & Personal Products names. UL ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC This page	23,571	$1,417,088
2	PG	PROCTER & GAMBLE Co	3,208	$470,421
3	CL	Colgate Palmolive Co	4,842	$443,914
4	HELE	Helen Of Troy Ltd	8,000	$232,560

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,417,088	23,571	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$1,346,770	23,640	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,546,056	23,640	-11.1%	Shares	Sole	2026-02-17
2025-09-30	$1,576,611	26,596	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$1,613,480	26,377	+1.1%	Shares	Sole	2025-08-08
2025-03-31	$1,553,301	26,084	+0.8%	Shares	Sole	2025-05-09
2024-12-31	$1,467,510	25,882	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$1,667,719	25,673	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$1,401,530	25,487	+0.8%	Shares	Sole	2024-08-13
2024-03-31	$1,268,803	25,280	+0.9%	Shares	Sole	2024-05-14
2023-12-31	$1,214,472	25,051	+1.0%	Shares	Sole	2024-02-13
2023-09-30	$1,225,761	24,813	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$1,281,564	24,584	+0.2%	Shares	Sole	2023-08-15
2023-03-31	$1,274,621	24,545	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$1,243,847	24,704	-0.9%	Shares	Sole	2023-02-15
2022-09-30	$1,092,668	24,924	+0.9%	Shares	Sole	2022-11-15
2022-06-30	$1,131,772	24,695	-10.3%	Shares	Sole	2022-09-02
2022-03-31	$1,254,679	27,533	-5.3%	Shares	Sole	2022-05-13
2021-12-31	$1,564,212	29,080	-2.4%	Shares	Sole	2022-02-11
2021-09-30	$1,615,269	29,791	+18.4%	Shares	Sole	2021-11-15
2021-06-30	$1,472,035	25,163	+2.9%	Shares	Sole	2021-08-16
2021-03-31	$1,365,154	24,452	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,475,923	24,452	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.