Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$321,040
+$291,644 QoQ
Shares Held
5,340
+934.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#744
of 1,170 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026IFG Advisory, LLC holds $6,910,371 across 12 Household & Personal Products names. UL ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
17,795 | $2,609,458 | |
| 2 | CLX |
Clorox Co /De/
|
26,767 | $2,554,642 | |
| 3 | KMB |
Kimberly Clark Corp
|
7,158 | $785,733 | |
| 4 | CL |
Colgate Palmolive Co
|
3,709 | $340,041 | |
| 5 | UL |
Unilever PLC
This page
|
5,340 | $321,040 | |
| 6 | KVUE |
Kenvue Inc.
|
12,804 | $244,684 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
493 | $47,761 | |
| 8 | HELE |
Helen Of Troy Ltd
|
200 | $5,814 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,040 | 5,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,396 | 516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $269,251 | 4,117 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $245,004 | 4,133 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,201 | 4,548 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $270,952 | 4,550 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $261,840 | 4,618 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $321,526 | 5,847 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $236,582 | 4,880 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $220,817 | 4,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $574,525 | 11,021 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $515,560 | 9,928 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $522,432 | 10,376 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $209,116 | 4,770 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||