Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$323,325
-$34,275 QoQ
Shares Held
5,378
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#744
of 1,172 holders
Holding Since
Mar 2026
2 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, 2026Wellspring Financial Advisors, LLC holds $960,622 across 2 Household & Personal Products names. UL ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,346 | $637,297 | |
| 2 | UL |
Unilever PLC
This page
|
5,378 | $323,325 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,325 | 5,378 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $357,600 | 6,277 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||