Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$595,788
+$16,518 QoQ
Shares Held
9,910
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#572
of 1,170 holders
Holding Since
Mar 2020
25 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, 2026Independent Advisor Alliance holds $26,338,993 across 8 Household & Personal Products names. UL ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
120,177 | $17,622,754 | |
| 2 | KMB |
Kimberly Clark Corp
|
22,697 | $2,491,449 | |
| 3 | CL |
Colgate Palmolive Co
|
19,973 | $1,831,124 | |
| 4 | KVUE |
Kenvue Inc.
|
73,735 | $1,409,075 | |
| 5 | CLX |
Clorox Co /De/
|
14,553 | $1,388,937 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
7,674 | $743,456 | |
| 7 | UL |
Unilever PLC
This page
|
9,910 | $595,788 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
3,465 | $256,410 |
All Filings in UL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,788 | 9,910 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $579,270 | 10,168 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $732,218 | 11,196 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $544,723 | 9,189 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $554,199 | 9,060 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $462,583 | 7,768 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $396,900 | 7,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $404,895 | 6,233 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $391,968 | 7,128 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $332,709 | 6,629 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $316,719 | 6,533 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $321,099 | 6,500 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $357,195 | 6,852 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $416,893 | 8,028 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $288,730 | 6,586 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $297,070 | 6,482 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $370,757 | 8,136 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $455,170 | 8,462 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $490,420 | 9,045 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $534,397 | 9,135 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $393,098 | 7,041 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $465,013 | 7,704 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $389,386 | 6,313 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $413,356 | 7,532 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $341,246 | 6,748 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||