Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,442
-$5,394 QoQ
Shares Held
24
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,142
of 1,170 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $5,060,812 across 7 Household & Personal Products names. UL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
23,807 | $3,491,058 | |
| 2 | CL |
Colgate Palmolive Co
|
11,709 | $1,073,481 | |
| 3 | CLX |
Clorox Co /De/
|
4,000 | $381,760 | |
| 4 | KMB |
Kimberly Clark Corp
|
669 | $73,436 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
240 | $23,251 | |
| 6 | EPC |
EDGEWELL PERSONAL CARE Co
|
610 | $16,384 | |
| 7 | UL |
Unilever PLC
This page
|
24 | $1,442 |
All Filings in UL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442 | 24 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,836 | 120 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,848 | 120 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,907 | 184 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,255 | 184 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,398 | 225 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||