Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$538,374
+$25,360 QoQ
Shares Held
8,955
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#581
of 1,172 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $1,549,016 across 2 Household & Personal Products names. UL ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,892 | $1,010,642 | |
| 2 | UL |
Unilever PLC
This page
|
8,955 | $538,374 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,374 | 8,955 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $513,014 | 9,005 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $686,569 | 10,498 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $490,838 | 8,280 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $512,114 | 8,372 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $500,100 | 8,398 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $508,599 | 8,970 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $570,154 | 8,777 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $504,203 | 9,169 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $521,173 | 10,384 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $405,632 | 8,367 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $761,352 | 15,412 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $747,492 | 14,339 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $761,812 | 14,670 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||