Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,479
+$93,997 QoQ
Shares Held
5,497
+32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#732
of 1,172 holders
Holding Since
Jun 2020
3 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, 2026Keebeck Wealth Management holds $2,385,345 across 2 Household & Personal Products names. UL ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
14,013 | $2,054,866 | |
| 2 | UL |
Unilever PLC
This page
|
5,497 | $330,479 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,479 | 5,497 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $236,482 | 4,151 | Shares | Other | 2026-05-14 | |
| 2020-06-30 | $25,628 | 467 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||