Position in UL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$53,386
+$32,479 QoQ
Shares Held
888
+142.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#972
of 1,170 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,611,462 across 9 Household & Personal Products names. UL ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,814 | $852,564 | |
| 2 | KMB |
Kimberly Clark Corp
|
4,262 | $467,839 | |
| 3 | CL |
Colgate Palmolive Co
|
1,098 | $100,664 | |
| 4 | UL |
Unilever PLC
This page
|
888 | $53,386 | |
| 5 | CLX |
Clorox Co /De/
|
489 | $46,670 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
427 | $41,367 | |
| 7 | EL |
Estee Lauder Companies Inc
|
344 | $27,158 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
176 | $13,024 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,386 | 888 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $20,907 | 367 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $99,800 | 1,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,541 | 1,831 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $45,021 | 736 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,475 | 411 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,515 | 450 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $2,022 | 40 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||