Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,126,288
+$153,583 QoQ
Shares Held
18,734
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#422
of 1,172 holders
Holding Since
Dec 2023
11 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, 2026Smart Money Group LLC holds $2,430,064 across 2 Household & Personal Products names. UL ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
8,891 | $1,303,776 | |
| 2 | UL |
Unilever PLC
This page
|
18,734 | $1,126,288 |
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,288 | 18,734 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $972,705 | 17,074 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $993,883 | 15,197 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,022,106 | 17,242 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,007,652 | 16,473 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $913,973 | 15,348 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $661,009 | 11,658 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $685,848 | 10,558 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $529,938 | 9,637 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $424,858 | 8,465 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $232,752 | 4,801 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||