Position in UL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$230,981
+$12,729 QoQ
Shares Held
3,842
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#865
of 1,172 holders
Holding Since
Sep 2020
10 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, 2026Capital Advantage, Inc. holds $776,628 across 2 Household & Personal Products names. UL ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,721 | $545,647 | |
| 2 | UL |
Unilever PLC
This page
|
3,842 | $230,981 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,981 | 3,842 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $218,252 | 3,831 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $250,547 | 3,831 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $255,141 | 4,304 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $262,541 | 4,292 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $254,159 | 4,268 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $241,995 | 4,268 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $383,384 | 6,867 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $351,416 | 5,822 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $229,326 | 3,718 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||