Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$207,894
-$27,804 QoQ
Shares Held
3,458
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#890
of 1,172 holders
Holding Since
Mar 2022
14 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, 2026Tradition Wealth Management, LLC holds $648,693 across 2 Household & Personal Products names. UL ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,006 | $440,799 | |
| 2 | UL |
Unilever PLC
This page
|
3,458 | $207,894 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,894 | 3,458 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $235,698 | 3,958 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,418 | 3,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $295,438 | 4,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,444 | 4,518 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $231,175 | 4,606 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $237,891 | 4,907 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $117,324 | 2,375 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $126,258 | 2,422 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $131,019 | 2,523 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,769 | 770 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $32,880 | 750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,372 | 750 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $34,177 | 750 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||