True Wealth Design, LLC

Position in UL — Unilever PLC

CIK 1966033 AKRON, OH

Position in UL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$65,109

+$10,304 QoQ

Shares Held

1,083

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#963

of 1,177 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $639,334 across 17 Household & Personal Products names. UL ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	1,772	$259,846
2	CL	Colgate Palmolive Co	1,409	$129,177
3	UL	Unilever PLC This page	1,083	$65,109
4	CHD	Church & Dwight Co Inc /De/	515	$49,893
5	CLX	Clorox Co /De/	345	$32,926
6	SPB	Spectrum Brands Holdings, Inc.	299	$25,639
7	KMB	Kimberly Clark Corp	157	$17,233
8	NWL	Newell Brands Inc.	2,698	$16,565

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,109	1,083	+12.6%	Shares	Sole	2026-07-16
2026-03-31	$54,805	962	+70.6%	Shares	Sole	2026-04-13
2025-12-31	$36,885	564	-15.6%	Shares	Sole	2026-01-08
2025-09-30	$39,599	668	+548.5%	Shares	Sole	2025-10-21
2025-06-30	$6,300	103	-3.7%	Shares	Sole	2025-08-06
2025-03-31	$6,371	107	-2.7%	Shares	Sole	2025-05-13
2024-12-31	$6,237	110	-30.8%	Shares	Sole	2025-02-14
2024-09-30	$10,328	159	-99.0%	Shares	Sole	2024-11-14
2024-06-30	$880,005	16,003	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$803,743	16,014	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$736,168	15,185	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$737,837	14,936	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$791,542	15,184	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$798,994	15,386	+28930.2%	Shares	Sole	2023-05-12
2022-12-31	$2,668	53	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.