Position in UL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,346
New position
Shares Held
222
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,066
of 1,170 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $634,170 across 10 Household & Personal Products names. UL ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,058 | $301,785 | |
| 2 | CL |
Colgate Palmolive Co
|
2,448 | $224,432 | |
| 3 | CLX |
Clorox Co /De/
|
427 | $40,752 | |
| 4 | KMB |
Kimberly Clark Corp
|
150 | $16,465 | |
| 5 | UL |
Unilever PLC
This page
|
222 | $13,346 | |
| 6 | KVUE |
Kenvue Inc.
|
682 | $13,033 | |
| 7 | EL |
Estee Lauder Companies Inc
|
127 | $10,026 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
82 | $7,031 |
All Filings in UL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,346 | 222 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||