Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$852,501
+$118,842 QoQ
Shares Held
14,180
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#491
of 1,172 holders
Holding Since
Mar 2020
15 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, 2026EPG Wealth Management LLC holds $2,236,635 across 2 Household & Personal Products names. UL ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,439 | $1,384,134 | |
| 2 | UL |
Unilever PLC
This page
|
14,180 | $852,501 |
All Filings in UL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,501 | 14,180 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $733,659 | 12,878 | Shares | Sole | 2026-05-07 | |
| 2023-09-30 | $487,528 | 9,869 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $557,217 | 10,689 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $560,116 | 10,786 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $315,845 | 6,273 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $263,347 | 6,007 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $245,007 | 5,346 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $250,179 | 5,490 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $310,099 | 5,765 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $345,598 | 6,374 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $358,546 | 6,129 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $264,801 | 4,743 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $243,190 | 4,029 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $26,296 | 520 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||