Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$197,674
-$3,041,811 QoQ
Shares Held
3,288
-94.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#905
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $368,509 across 2 Household & Personal Products names. UL ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
3,288 | $197,674 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,165 | $170,835 |
All Filings in UL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,674 | 3,288 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,239,485 | 56,863 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,101,822 | 62,719 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||