Patriot Financial Group Insurance Agency, LLC

Insurance

Position in UL — Unilever PLC

CIK 1694883 Westborough, MA

Back to UL Full portfolio

Position in UL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,509,168

-$1,721,766 QoQ

Shares Held

41,736

-43.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#296

of 1,172 holders

Holding Since

Mar 2020

24 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, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,843,163 across 3 Household & Personal Products names. UL ranks #1 (65.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC This page	41,736	$2,509,168
2	PG	PROCTER & GAMBLE Co	7,706	$1,130,007
3	CL	Colgate Palmolive Co	2,225	$203,988

All Filings in UL

Export CSV

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,509,168	41,736	-43.8%	Shares	Sole	2026-07-16
2026-03-31	$4,230,934	74,266	+113.0%	Shares	Sole	2026-04-22
2025-12-31	$2,280,694	34,873	-4.8%	Shares	Sole	2026-01-26
2025-09-30	$2,172,376	36,646	+15.0%	Shares	Sole	2025-10-08
2025-06-30	$1,949,303	31,867	+23.5%	Shares	Sole	2025-07-21
2025-03-31	$1,536,985	25,810	+39.0%	Shares	Sole	2025-04-14
2024-12-31	$1,052,863	18,569	+13.4%	Shares	Sole	2025-01-22
2024-09-30	$1,064,045	16,380	+16.0%	Shares	Sole	2024-10-24
2024-06-30	$776,624	14,123	+9.5%	Shares	Sole	2024-07-26
2024-03-31	$647,601	12,903	+20.1%	Shares	Sole	2024-04-30
2023-12-31	$520,772	10,742	+33.0%	Shares	Sole	2024-01-19
2023-09-30	$398,954	8,076	+28.1%	Shares	Sole	2023-10-19
2023-06-30	$328,523	6,302	+49.8%	Shares	Sole	2023-07-17
2023-03-31	$218,469	4,207	+140.4%	Shares	Sole	2023-04-20
2022-06-30	$80,202	1,750	+5.2%	Shares	Sole	2022-07-29
2022-03-31	$75,782	1,663	+88.3%	Shares	Sole	2022-05-11
2021-12-31	$47,496	883	-47.7%	Shares	Sole	2022-01-10
2021-09-30	$91,577	1,689	+49.3%	Shares	Sole	2021-11-24
2021-06-30	$66,163	1,131	+9.4%	Shares	Sole	2021-07-30
2021-03-31	$57,728	1,034	-32.6%	Shares	Sole	2021-04-29
2020-12-31	$92,652	1,535	+139.5%	Shares	Sole	2021-01-15
2020-09-30	$39,536	641	+21.6%	Shares	Sole	2020-10-21
2020-06-30	$28,921	527	+3.3%	Shares	Sole	2020-07-10
2020-03-31	$25,790	510	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.