Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$935,346
+$14,882 QoQ
Shares Held
15,558
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 1,154 holders
Holding Since
Dec 2020
23 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, 2026Integrated Wealth Concepts LLC holds $61,082,201 across 24 Household & Personal Products names. UL ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
264,307 | $38,757,978 | |
| 2 | KMB |
Kimberly Clark Corp
|
88,383 | $9,701,801 | |
| 3 | CL |
Colgate Palmolive Co
|
59,320 | $5,438,457 | |
| 4 | CLX |
Clorox Co /De/
|
19,486 | $1,859,743 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,418 | $1,784,335 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14,869 | $1,173,907 | |
| 7 | UL |
Unilever PLC
This page
|
15,558 | $935,346 | |
| 8 | NWL |
Newell Brands Inc.
|
88,182 | $541,437 |
All Filings in UL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,346 | 15,558 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $920,464 | 16,157 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $431,378 | 6,596 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $872,246 | 14,714 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $903,786 | 14,775 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $887,235 | 14,899 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $910,489 | 16,058 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $766,463 | 11,799 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $696,503 | 12,666 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $704,768 | 14,042 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $771,122 | 15,906 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,024,456 | 20,738 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,105,678 | 21,210 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,117,377 | 21,517 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,652,943 | 52,690 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,164,732 | 49,378 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,576,381 | 56,216 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,348,952 | 51,546 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,049,505 | 38,102 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,797,827 | 33,158 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,783,431 | 30,486 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,590,651 | 28,491 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,317,598 | 21,829 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||