Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,985,583
+$32,538 QoQ
Shares Held
33,027
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#342
of 1,172 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $4,643,726 across 2 Household & Personal Products names. UL ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
18,127 | $2,658,143 | |
| 2 | UL |
Unilever PLC
This page
|
33,027 | $1,985,583 |
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,985,583 | 33,027 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,953,045 | 34,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,282,590 | 34,902 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,478,676 | 41,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $819,555 | 13,398 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $908,435 | 15,255 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $492,553 | 8,687 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $564,632 | 8,692 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $3,712,232 | 71,211 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,632,761 | 69,955 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,344,098 | 66,417 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,675,249 | 61,023 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,521,201 | 55,012 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,240,632 | 49,169 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,252,993 | 41,885 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,201,116 | 40,596 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,169,882 | 37,092 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,561,676 | 27,972 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,102,596 | 18,267 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||