Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$526,831
+$69,989 QoQ
Shares Held
8,763
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#587
of 1,172 holders
Holding Since
Sep 2023
10 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, 20261900 WEALTH MANAGEMENT LLC holds $1,833,246 across 2 Household & Personal Products names. UL ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
8,909 | $1,306,415 | |
| 2 | UL |
Unilever PLC
This page
|
8,763 | $526,831 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,831 | 8,763 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $456,842 | 8,019 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $527,189 | 8,061 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $406,779 | 6,862 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $415,711 | 6,796 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $397,496 | 6,675 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $375,524 | 6,623 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $358,644 | 6,522 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $324,679 | 6,469 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $226,251 | 4,580 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||