Lantz Financial LLC

Position in UL — Unilever PLC

CIK 1766883 NAPERVILLE, IL

Position in UL

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$379,838

+$27,023 QoQ

Shares Held

6,318

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#694

of 1,170 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lantz Financial LLC holds $5,309,991 across 5 Household & Personal Products names. UL ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLX	Clorox Co /De/	18,830	$1,797,135
2	CL	Colgate Palmolive Co	18,566	$1,702,130
3	PG	PROCTER & GAMBLE Co	5,360	$785,990
4	KMB	Kimberly Clark Corp	5,875	$644,898
5	UL	Unilever PLC This page	6,318	$379,838

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,838	6,318	+2.0%	Shares	Sole	2026-07-09
2026-03-31	$352,815	6,193	+45.6%	Shares	Sole	2026-04-09
2025-12-31	$278,146	4,253	-9.1%	Shares	Sole	2026-01-14
2023-09-30	$231,043	4,677	-0.2%	Shares	Sole	2023-10-20
2023-06-30	$244,229	4,685	+15.9%	Shares	Sole	2023-07-12
2023-03-31	$209,952	4,043	-32.7%	Shares	Sole	2023-04-10
2021-12-31	$323,062	6,006	+13.4%	Shares	Sole	2022-01-19
2021-09-30	$287,257	5,298	+13.3%	Shares	Sole	2021-10-14
2021-06-30	$273,604	4,677	+19.3%	Shares	Sole	2021-07-16
2021-03-31	$218,965	3,922	+15.8%	Shares	Sole	2021-04-19
2020-12-31	$204,499	3,388	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.