Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$773,203
-$4,608 QoQ
Shares Held
12,861
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#508
of 1,170 holders
Holding Since
Sep 2023
12 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $20,653,780 across 7 Household & Personal Products names. UL ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
52,096 | $7,639,357 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
74,607 | $7,227,926 | |
| 3 | KMB |
Kimberly Clark Corp
|
33,766 | $3,706,493 | |
| 4 | ELF |
e.l.f. Beauty, Inc.
|
12,840 | $950,160 | |
| 5 | UL |
Unilever PLC
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|
12,861 | $773,203 | |
| 6 | CL |
Colgate Palmolive Co
|
3,157 | $289,433 | |
| 7 | NWL |
Newell Brands Inc.
|
10,946 | $67,208 |
All Filings in UL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,203 | 12,861 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $777,811 | 13,653 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $813,249 | 12,435 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $785,579 | 13,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $791,784 | 12,944 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $753,247 | 12,649 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $641,787 | 11,319 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $659,019 | 10,145 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $603,570 | 10,976 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $366,939 | 7,311 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $344,935 | 7,115 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $451,565 | 9,141 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||