Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,991
+$837 QoQ
Shares Held
266
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,055
of 1,172 holders
Holding Since
Mar 2026
2 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, 2026IFS Advisors, LLC holds $84,178 across 2 Household & Personal Products names. UL ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
465 | $68,187 | |
| 2 | UL |
Unilever PLC
This page
|
266 | $15,991 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,991 | 266 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,154 | 266 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||