Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$214,027
+$19,589 QoQ
Shares Held
3,560
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#882
of 1,170 holders
Holding Since
Dec 2020
19 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,190,160 across 16 Household & Personal Products names. UL ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
15,725 | $2,305,914 | |
| 2 | UL |
Unilever PLC
This page
|
3,560 | $214,027 | |
| 3 | CL |
Colgate Palmolive Co
|
1,634 | $149,805 | |
| 4 | EL |
Estee Lauder Companies Inc
|
1,440 | $113,688 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
841 | $81,476 | |
| 6 | IPAR |
Interparfums Inc
|
658 | $73,603 | |
| 7 | NWL |
Newell Brands Inc.
|
8,941 | $54,897 | |
| 8 | ODD |
Oddity Tech Ltd
|
2,983 | $45,132 |
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,027 | 3,560 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $194,438 | 3,413 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $227,788 | 3,483 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $249,865 | 4,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $305,421 | 4,993 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $225,606 | 3,473 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $256,604 | 5,293 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $316,999 | 6,417 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $373,510 | 7,165 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $394,407 | 7,595 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $462,262 | 9,181 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $665,753 | 15,186 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $567,971 | 12,393 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $249,404 | 5,473 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $642,790 | 11,950 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $609,324 | 11,238 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $618,462 | 10,572 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $541,438 | 9,698 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $323,589 | 5,361 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||