Position in UL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$721
-$9,533 QoQ
Shares Held
12
-93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,159
of 1,170 holders
Holding Since
Dec 2022
12 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, 2026Abound Wealth Management holds $444,641 across 9 Household & Personal Products names. UL ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,585 | $379,064 | |
| 2 | KMB |
Kimberly Clark Corp
|
409 | $44,895 | |
| 3 | KVUE |
Kenvue Inc.
|
455 | $8,695 | |
| 4 | CL |
Colgate Palmolive Co
|
76 | $6,967 | |
| 5 | CLX |
Clorox Co /De/
|
36 | $3,435 | |
| 6 | UL |
Unilever PLC
This page
|
12 | $721 | |
| 7 | EL |
Estee Lauder Companies Inc
|
8 | $631 | |
| 8 | NWL |
Newell Brands Inc.
|
20 | $122 |
All Filings in UL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721 | 12 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,254 | 180 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,801 | 104 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $19,858 | 335 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,284 | 21 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,250 | 21 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,190 | 21 | Shares | Sole | 2025-01-13 | |
| 2023-12-31 | $581 | 12 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $592 | 12 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,127 | 60 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $623 | 12 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $604 | 12 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||