Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$297,654
+$13,317 QoQ
Shares Held
4,951
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#762
of 1,170 holders
Holding Since
Sep 2020
24 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, 2026CVA Family Office, LLC holds $2,491,362 across 11 Household & Personal Products names. UL ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,060 | $1,328,558 | |
| 2 | UL |
Unilever PLC
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|
4,951 | $297,654 | |
| 3 | CL |
Colgate Palmolive Co
|
3,159 | $289,617 | |
| 4 | KMB |
Kimberly Clark Corp
|
2,535 | $278,266 | |
| 5 | KVUE |
Kenvue Inc.
|
5,594 | $106,901 | |
| 6 | EL |
Estee Lauder Companies Inc
|
951 | $75,081 | |
| 7 | CLX |
Clorox Co /De/
|
637 | $60,795 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
491 | $47,568 |
All Filings in UL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,654 | 4,951 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $284,337 | 4,991 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $344,919 | 5,274 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $351,056 | 5,922 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $361,086 | 5,903 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $352,595 | 5,921 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $335,720 | 5,921 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $384,628 | 5,921 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $325,595 | 5,921 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $298,580 | 5,949 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $289,328 | 5,968 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $298,721 | 6,047 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $306,785 | 5,885 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $295,896 | 5,698 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $297,417 | 5,907 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $48,136 | 1,098 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $49,267 | 1,075 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $48,987 | 1,075 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $57,824 | 1,075 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $45,815 | 845 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $62,887 | 1,075 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $60,017 | 1,075 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $70,017 | 1,160 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $52,119 | 845 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||