Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$232,604
-$55,322 QoQ
Shares Held
3,869
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#860
of 1,172 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $1,919,696 across 2 Household & Personal Products names. UL ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,505 | $1,687,092 | |
| 2 | UL |
Unilever PLC
This page
|
3,869 | $232,604 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,604 | 3,869 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $287,926 | 5,054 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $218,305 | 3,338 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,678 | 3,419 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $245,108 | 4,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,637 | 3,873 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,856 | 4,001 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $251,200 | 3,867 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||