Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$277,513
-$20,212 QoQ
Shares Held
4,616
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#788
of 1,172 holders
Holding Since
Dec 2020
14 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, 2026TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC holds $277,513 across 1 Household & Personal Products name. UL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
4,616 | $277,513 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,513 | 4,616 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $297,725 | 5,226 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $341,780 | 5,226 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $348,922 | 5,886 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $360,046 | 5,886 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $350,511 | 5,886 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $333,736 | 5,886 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $395,216 | 6,084 | Shares | Sole | 2024-11-04 | |
| 2023-03-31 | $286,497 | 5,517 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $241,865 | 5,517 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $252,844 | 5,517 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $251,409 | 5,517 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $300,309 | 5,583 | Shares | Sole | 2022-01-20 | |
| 2020-12-31 | $3,863 | 64 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||