Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,913
+$1,900 QoQ
Shares Held
115
+30.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,101
of 1,172 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $223,917 across 11 Household & Personal Products names. UL ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,216 | $178,314 | |
| 2 | CL |
Colgate Palmolive Co
|
161 | $14,760 | |
| 3 | UL |
Unilever PLC
This page
|
115 | $6,913 | |
| 4 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 5 | KMB |
Kimberly Clark Corp
|
53 | $5,817 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
56 | $5,425 | |
| 7 | KVUE |
Kenvue Inc.
|
216 | $4,127 | |
| 8 | CLX |
Clorox Co /De/
|
24 | $2,290 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,913 | 115 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,013 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,755 | 88 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $11,548 | 173 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $6,888 | 100 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $6,706 | 100 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $6,385 | 100 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,072 | 42 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,600 | 42 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $2,373 | 42 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,292 | 42 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,336 | 42 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,627 | 164 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $8,538 | 146 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $8,278 | 146 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $4,591 | 93 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,799 | 93 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $4,772 | 93 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $11,690 | 193 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $19,477 | 319 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $19,302 | 293 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $20,496 | 326 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $17,265 | 254 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $14,308 | 206 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $12,731 | 206 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $13,895 | 244 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||