Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,021
-$2,782,407 QoQ
Shares Held
1,015
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#963
of 1,170 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $369,917 across 16 Household & Personal Products names. UL ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,456 | $213,507 | |
| 2 | UL |
Unilever PLC
This page
|
1,015 | $61,021 | |
| 3 | CL |
Colgate Palmolive Co
|
558 | $51,156 | |
| 4 | KMB |
Kimberly Clark Corp
|
115 | $12,623 | |
| 5 | KVUE |
Kenvue Inc.
|
581 | $11,102 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
86 | $7,374 | |
| 7 | CLX |
Clorox Co /De/
|
36 | $3,435 | |
| 8 | NWL |
Newell Brands Inc.
|
372 | $2,284 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,021 | 1,015 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,843,428 | 49,911 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,293,413 | 50,358 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,473,513 | 58,595 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,569,206 | 58,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,425,613 | 57,525 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,181,722 | 56,115 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,288,959 | 41,625 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,015,330 | 40,154 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,430,790 | 29,513 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||