Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$999,495
+$55,674 QoQ
Shares Held
16,625
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#451
of 1,172 holders
Holding Since
Dec 2023
6 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, 2026Unique Wealth Strategies, LLC holds $1,902,452 across 2 Household & Personal Products names. UL ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
16,625 | $999,495 | |
| 2 | CLX |
Clorox Co /De/
|
9,461 | $902,957 |
All Filings in UL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,495 | 16,625 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $943,821 | 16,567 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,054,248 | 16,120 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $886,219 | 16,116 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $808,862 | 16,116 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $691,615 | 14,266 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||