Position in UL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$510,118
+$48,206 QoQ
Shares Held
8,485
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#599
of 1,172 holders
Holding Since
Mar 2020
20 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, 2026Pinion Investment Advisors, LLC holds $1,592,614 across 2 Household & Personal Products names. UL ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,382 | $1,082,496 | |
| 2 | UL |
Unilever PLC
This page
|
8,485 | $510,118 |
All Filings in UL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,118 | 8,485 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $461,912 | 8,108 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $637,192 | 9,743 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $728,136 | 12,283 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $684,063 | 11,183 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,318,554 | 22,142 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $524,475 | 9,250 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $589,382 | 9,073 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $444,704 | 8,087 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $375,622 | 7,484 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $321,810 | 6,638 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $289,632 | 5,863 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $269,251 | 5,165 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $344,295 | 6,630 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $286,894 | 5,698 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $210,256 | 4,796 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $371,033 | 6,147 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $385,130 | 6,244 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $342,670 | 6,244 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $350,955 | 6,940 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||