Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,342,899
-$193,923 QoQ
Shares Held
22,337
-17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#397
of 1,172 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Derivatives in UL
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$65,208
PutShares
977
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Compound Planning, Inc. holds $15,336,408 across 7 Household & Personal Products names. UL ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
69,303 | $10,162,591 | |
| 2 | CL |
Colgate Palmolive Co
|
28,242 | $2,589,226 | |
| 3 | UL |
Unilever PLC
This page
|
22,337 | $1,342,899 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
4,231 | $409,899 | |
| 5 | KMB |
Kimberly Clark Corp
|
3,166 | $347,531 | |
| 6 | EL |
Estee Lauder Companies Inc
|
3,288 | $259,587 | |
| 7 | KVUE |
Kenvue Inc.
|
11,757 | $224,675 |
All Filings in UL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,899 | 22,337 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,536,822 | 26,976 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,126,350 | 32,513 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $65,208 | 1,100 | Put | Sole | 2025-11-10 | |
| 2025-09-30 | $2,182,453 | 36,816 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,218,267 | 36,264 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $67,286 | 1,100 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $65,504 | 1,100 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $1,893,808 | 31,802 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,636,363 | 28,860 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,694,547 | 26,086 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,160,619 | 21,106 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $598,064 | 11,916 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $419,497 | 8,653 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||