Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,365,060
+$152,574 QoQ
Shares Held
39,339
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#308
of 1,172 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $2,365,060 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
|
39,339 | $2,365,060 |
All Filings in UL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,365,060 | 39,339 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,212,486 | 38,836 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,260,093 | 34,558 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,388,985 | 40,300 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,526,319 | 41,300 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,221,214 | 37,300 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||