Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$232,183
+$20,198 QoQ
Shares Held
3,862
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#862
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)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Embree Financial Group holds $2,316,523 across 2 Household & Personal Products names. UL ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
14,214 | $2,084,340 | |
| 2 | UL |
Unilever PLC
This page
|
3,862 | $232,183 |
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,183 | 3,862 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $211,985 | 3,721 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $218,239 | 3,337 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $223,070 | 3,763 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $286,948 | 4,691 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $278,038 | 4,669 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $263,541 | 4,648 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $294,074 | 4,527 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $247,950 | 4,509 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $245,529 | 4,892 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $236,049 | 4,869 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||