Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$231,882
+$30,441 QoQ
Shares Held
3,857
+40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#863
of 1,172 holders
Holding Since
Sep 2024
2 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, 2026Intergy Private Wealth, LLC holds $231,882 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
|
3,857 | $231,882 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,882 | 3,857 | Shares | Sole | 2026-07-17 | |
| 2024-09-30 | $201,441 | 3,101 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||