Position in UL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,084
-$9,906 QoQ
Shares Held
201
-47.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,072
of 1,172 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $1,234,599 across 7 Household & Personal Products names. UL ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,625 | $678,210 | |
| 2 | EL |
Estee Lauder Companies Inc
|
4,734 | $373,749 | |
| 3 | CL |
Colgate Palmolive Co
|
1,793 | $164,382 | |
| 4 | UL |
Unilever PLC
This page
|
201 | $12,084 | |
| 5 | KMB |
Kimberly Clark Corp
|
24 | $2,634 | |
| 6 | KVUE |
Kenvue Inc.
|
96 | $1,834 | |
| 7 | NWL |
Newell Brands Inc.
|
278 | $1,706 |
All Filings in UL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,084 | 201 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,990 | 386 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $25,244 | 386 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $51,099 | 862 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $58,478 | 956 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $56,572 | 950 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $53,581 | 945 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $60,997 | 939 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $51,360 | 934 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $21,280 | 424 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $20,458 | 422 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,747 | 420 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $21,842 | 419 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $21,654 | 417 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $20,895 | 415 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $18,105 | 413 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $18,836 | 411 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $18,683 | 410 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $21,946 | 408 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $22,013 | 406 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $23,634 | 404 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $22,499 | 403 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $24,204 | 401 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||