CGC Financial Services, LLC

Position in UL — Unilever PLC

CIK 1992785 LAKE OSWEGO, OR

Position in UL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$9,559

+$501 QoQ

Shares Held

159

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,082

of 1,170 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CGC Financial Services, LLC holds $143,362 across 6 Household & Personal Products names. UL ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	631	$92,529
2	CL	Colgate Palmolive Co	200	$18,336
3	CHD	Church & Dwight Co Inc /De/	153	$14,822
4	UL	Unilever PLC This page	159	$9,559
5	EPC	EDGEWELL PERSONAL CARE Co	200	$5,372
6	KMB	Kimberly Clark Corp	25	$2,744

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,559	159	0.0%	Shares	Sole	2026-07-13
2026-03-31	$9,058	159	0.0%	Shares	Sole	2026-04-14
2025-12-31	$10,398	159	-11.2%	Shares	Sole	2026-02-03
2025-09-30	$10,611	179	0.0%	Shares	Sole	2025-10-24
2025-06-30	$10,949	179	0.0%	Shares	Sole	2025-07-28
2025-03-31	$10,659	179	0.0%	Shares	Sole	2025-04-14
2024-12-31	$10,149	179	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.