Foundations Investment Advisors, LLC

Endowment

Position in UL — Unilever PLC

CIK 1743404 PHOENIX, AZ

Position in UL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$260,920

+$14,468 QoQ

Shares Held

4,340

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#813

of 1,170 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $20,057,339 across 6 Household & Personal Products names. UL ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	119,860	$17,576,268
2	CLX	Clorox Co /De/	11,106	$1,059,956
3	KMB	Kimberly Clark Corp	6,155	$675,634
4	CL	Colgate Palmolive Co	4,348	$398,624
5	UL	Unilever PLC This page	4,340	$260,920
6	COTY	Coty Inc.	39,786	$85,937

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,920	4,340	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$246,452	4,326	+14.2%	Shares	Sole	2026-05-11
2025-12-31	$247,735	3,788	-33.9%	Shares	Sole	2026-02-10
2025-09-30	$339,674	5,730	-10.4%	Shares	Sole	2025-11-03
2025-06-30	$391,243	6,396	+3.9%	Shares	Sole	2025-08-08
2025-03-31	$366,589	6,156	-12.9%	Shares	Sole	2025-05-07
2024-12-31	$400,812	7,069	+17.6%	Shares	Sole	2025-01-22
2024-09-30	$390,474	6,011	+4.5%	Shares	Sole	2024-10-21
2024-06-30	$316,192	5,750	-0.8%	Shares	Sole	2024-08-02
2024-03-31	$290,851	5,795	+15.8%	Shares	Sole	2024-05-13
2023-12-31	$242,545	5,003	-93.0%	Shares	Sole	2024-02-08
2023-09-30	$3,516,635	71,187	-4.8%	Shares	Sole	2023-10-05
2023-06-30	$3,898,805	74,790	-2.7%	Shares	Sole	2023-07-19
2023-03-31	$3,992,739	76,887	+287.4%	Shares	Sole	2023-04-25
2022-12-31	$999,297	19,847	+53.1%	Shares	Sole	2023-01-11
2022-09-30	$568,210	12,961	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.