Position in UL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,510
+$812 QoQ
Shares Held
258
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,061
of 1,172 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $2,025,453 across 7 Household & Personal Products names. UL ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,367 | $1,666,856 | |
| 2 | CLX |
Clorox Co /De/
|
2,071 | $197,656 | |
| 3 | CL |
Colgate Palmolive Co
|
1,194 | $109,465 | |
| 4 | KMB |
Kimberly Clark Corp
|
274 | $30,076 | |
| 5 | UL |
Unilever PLC
This page
|
258 | $15,510 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
60 | $5,812 | |
| 7 | EL |
Estee Lauder Companies Inc
|
1 | $78 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,510 | 258 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,698 | 258 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $112,488 | 1,720 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $114,766 | 1,936 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $158,246 | 2,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $154,055 | 2,587 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $108,977 | 1,922 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $124,853 | 1,922 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $105,690 | 1,922 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $116,089 | 2,313 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $112,134 | 2,313 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $114,262 | 2,313 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $120,576 | 2,313 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $98,615 | 1,899 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $62,081 | 1,233 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $53,309 | 1,216 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $74,061 | 1,616 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $53,863 | 1,182 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $63,579 | 1,182 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $64,088 | 1,182 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $69,147 | 1,182 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $65,991 | 1,182 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $71,345 | 1,182 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $12,336 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,975 | 200 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,114 | 200 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||