Position in UL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$301,542
-$44,620 QoQ
Shares Held
5,293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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, 2026Schrum Private Wealth Management LLC holds $765,900 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,223 | $765,900 |
All Filings in UL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,542 | 5,293 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $346,162 | 5,293 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $365,935 | 6,173 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,660 | 6,223 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $370,579 | 6,223 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $352,844 | 6,223 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $645,183 | 9,932 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $342,202 | 6,223 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $309,220 | 6,161 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $304,353 | 6,161 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $321,173 | 6,161 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $319,940 | 6,161 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $310,206 | 6,161 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $330,553 | 7,540 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $345,558 | 7,540 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $343,598 | 7,540 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $415,527 | 7,725 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||