Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,891
+$1,880 QoQ
Shares Held
597
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#992
of 1,170 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, 2026Bogart Wealth, LLC holds $11,105,817 across 15 Household & Personal Products names. UL ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
68,768 | $10,084,139 | |
| 2 | CL |
Colgate Palmolive Co
|
7,875 | $721,980 | |
| 3 | KMB |
Kimberly Clark Corp
|
1,444 | $158,507 | |
| 4 | KVUE |
Kenvue Inc.
|
2,960 | $56,565 | |
| 5 | UL |
Unilever PLC
This page
|
597 | $35,891 | |
| 6 | CLX |
Clorox Co /De/
|
296 | $28,250 | |
| 7 | EL |
Estee Lauder Companies Inc
|
92 | $7,263 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
39 | $3,778 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,891 | 597 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,011 | 597 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $39,043 | 597 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $40,073 | 676 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $41,350 | 676 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $40,255 | 676 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,159 | 673 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $43,718 | 673 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $37,008 | 673 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $35,584 | 709 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $34,372 | 709 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,286 | 856 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $44,623 | 856 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $48,606 | 936 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $47,429 | 942 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $42,744 | 975 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $44,684 | 975 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,443 | 295 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,804 | 331 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $11,928 | 220 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $4,270 | 73 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,075 | 73 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,406 | 73 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,502 | 73 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,006 | 73 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,691 | 73 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||