Financial Gravity Asset Management, Inc.

Position in UL — Unilever PLC

CIK 1741736 Lakeway, TX

Position in UL

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,238,807

-$278,504 QoQ

Shares Held

39,298

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $7,385,919 across 4 Household & Personal Products names. UL ranks #3 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	30,487	$2,598,407
2	PG	PROCTER & GAMBLE Co	17,592	$2,540,988
3	UL	Unilever PLC This page	39,298	$2,238,807
4	KMB	Kimberly Clark Corp	80	$7,717

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,238,807	39,298	+2.1%	Shares	Sole	2026-05-08
2025-12-31	$2,517,311	38,491	-4.2%	Shares	Sole	2026-02-13
2025-09-30	$2,380,745	40,161	+11.2%	Shares	Sole	2025-11-14
2025-03-31	$2,150,588	36,114	+1.5%	Shares	Sole	2025-04-30
2024-06-30	$1,957,479	35,597	+13.4%	Shares	Sole	2024-08-06
2024-03-31	$1,575,063	31,382	+0.0%	Shares	Sole	2024-06-26
2023-12-31	$1,521,351	31,381	+60248.1%	Shares	Sole	2024-06-26
2023-06-30	$2,710	52	0.0%	Shares	Sole	2023-08-09
2023-03-31	$2	52	+4.0%	Shares	Sole	2023-05-12
2022-12-31	$2,517	50	+13.6%	Shares	Sole	2023-02-15
2022-09-30	$1,928	44	-4.3%	Shares	Sole	2022-11-03
2022-06-30	$2,108	46	0.0%	Shares	Sole	2022-08-05
2022-03-31	$2,096	46	-14.8%	Shares	Sole	2022-05-13
2021-12-31	$2,904	54	—	Shares	Sole	2022-02-11
2021-09-30	$54,000	0	—	Shares	Sole	2021-11-12
2021-06-30	$59,000	0	—	Shares	Sole	2021-08-11
2021-03-31	$13,000	0	-100.0%	Shares	Sole	2021-05-17
2020-12-31	$60	1	-92.9%	Shares	Sole	2021-02-16
2020-03-31	$707	14	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.