Position in UL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$264,588
+$19,504 QoQ
Shares Held
4,401
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#809
of 1,172 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $944,704 across 2 Household & Personal Products names. UL ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,638 | $680,116 | |
| 2 | UL |
Unilever PLC
This page
|
4,401 | $264,588 |
All Filings in UL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,588 | 4,401 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $245,084 | 4,302 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $262,973 | 4,021 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $275,237 | 4,643 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $290,863 | 4,755 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $284,827 | 4,783 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $274,031 | 4,833 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $316,680 | 4,875 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $257,023 | 4,674 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||