Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,436,483
+$117,520 QoQ
Shares Held
40,527
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#301
of 1,170 holders
Holding Since
Sep 2021
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,735,564 across 9 Household & Personal Products names. UL ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
93,187 | $13,664,941 | |
| 2 | UL |
Unilever PLC
This page
|
40,527 | $2,436,483 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,774 | $633,811 | |
| 4 | CL |
Colgate Palmolive Co
|
5,763 | $528,351 | |
| 5 | KVUE |
Kenvue Inc.
|
20,607 | $393,799 | |
| 6 | CLX |
Clorox Co /De/
|
3,518 | $335,757 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,808 | $272,039 | |
| 8 | IPAR |
Interparfums Inc
|
2,339 | $261,640 |
All Filings in UL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,436,483 | 40,527 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,318,963 | 40,705 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $833,130 | 12,739 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,675,846 | 28,270 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,956,949 | 31,992 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,879,338 | 31,559 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,481,798 | 26,134 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,705,266 | 26,251 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,509,036 | 27,442 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,418,269 | 28,258 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,347,647 | 27,798 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,337,504 | 27,075 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,376,962 | 26,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,409,327 | 27,139 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,306,986 | 25,958 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,117,964 | 25,501 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $868,204 | 18,944 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $701,231 | 15,388 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $657,851 | 12,230 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $611,602 | 11,280 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||