Position in UL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$243,065
+$12,280 QoQ
Shares Held
4,043
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#835
of 1,172 holders
Holding Since
Sep 2024
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, 2026Net Worth Advisory Group holds $1,022,749 across 2 Household & Personal Products names. UL ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,317 | $779,684 | |
| 2 | UL |
Unilever PLC
This page
|
4,043 | $243,065 |
All Filings in UL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,065 | 4,043 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $230,785 | 4,051 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $268,205 | 4,101 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $265,159 | 4,473 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $289,762 | 4,737 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $285,482 | 4,794 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $284,634 | 5,020 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $336,947 | 5,187 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||