Position in UL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$19,599
+$17,624 QoQ
Shares Held
326
+805.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,039
of 1,170 holders
Holding Since
Mar 2023
4 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, 2026Buck Wealth Strategies, LLC holds $13,911,076 across 12 Household & Personal Products names. UL ranks #3 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
94,392 | $13,841,642 | |
| 2 | KMB |
Kimberly Clark Corp
|
308 | $33,809 | |
| 3 | UL |
Unilever PLC
This page
|
326 | $19,599 | |
| 4 | CLX |
Clorox Co /De/
|
95 | $9,066 | |
| 5 | CL |
Colgate Palmolive Co
|
62 | $5,684 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
5 | $484 | |
| 7 | SPB |
Spectrum Brands Holdings, Inc.
|
2 | $171 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2 | $157 |
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,599 | 326 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $1,975 | 40 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,085 | 40 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $2,077 | 40 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||