Financial Perspectives, Inc

Position in UL — Unilever PLC

CIK 2003287 MINNEAPOLIS, MN

Position in UL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$33,907

+$1,833 QoQ

Shares Held

564

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#995

of 1,172 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Financial Perspectives, Inc holds $218,182 across 4 Household & Personal Products names. UL ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	1,086	$159,251
2	UL	Unilever PLC This page	564	$33,907
3	KMB	Kimberly Clark Corp	210	$23,051
4	EL	Estee Lauder Companies Inc	25	$1,973

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,907	564	+0.2%	Shares	Sole	2026-07-24
2026-03-31	$32,074	563	0.0%	Shares	Sole	2026-05-11
2025-12-31	$36,820	563	-11.5%	Shares	Sole	2026-01-28
2025-09-30	$37,702	636	+0.2%	Shares	Sole	2025-10-22
2025-06-30	$38,842	635	0.0%	Shares	Sole	2025-07-30
2025-03-31	$37,814	635	+0.2%	Shares	Sole	2025-04-18
2024-12-31	$35,947	634	0.0%	Shares	Sole	2025-02-03
2024-09-30	$41,184	634	0.0%	Shares	Sole	2024-10-17
2024-06-30	$34,863	634	0.0%	Shares	Sole	2024-08-09
2024-03-31	$31,820	634	0.0%	Shares	Sole	2024-04-19
2023-12-31	$30,736	634	0.0%	Shares	Sole	2024-02-01
2023-09-30	$31,319	634	0.0%	Shares	Sole	2024-01-10
2023-06-30	$33,050	634	0.0%	Shares	Sole	2024-01-10
2023-03-31	$32,923	634	0.0%	Shares	Sole	2024-01-10
2022-12-31	$31,921	634	0.0%	Shares	Sole	2024-01-10
2022-09-30	$27,794	634	0.0%	Shares	Sole	2024-01-10
2022-06-30	$29,056	634	0.0%	Shares	Sole	2024-01-10
2022-03-31	$28,891	634	0.0%	Shares	Sole	2024-01-10
2021-12-31	$34,102	634	0.0%	Shares	Sole	2024-01-10
2021-09-30	$34,375	634	0.0%	Shares	Sole	2024-01-10
2021-06-30	$37,089	634	-98.2%	Shares	Sole	2024-01-10
2021-03-31	$634	35,396	+5483.0%	Shares	Sole	2024-01-10
2020-12-31	$38,268	634	+309.0%	Shares	Sole	2024-01-10
2020-09-30	$9,560	155	0.0%	Shares	Sole	2024-01-10
2020-06-30	$8,506	155	0.0%	Shares	Sole	2024-01-10
2020-03-31	$7,838	155	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.