Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,309,028
+$1,981,565 QoQ
Shares Held
38,407
+568.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#314
of 1,170 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Diversify Advisory Services, LLC holds $13,043,387 across 7 Household & Personal Products names. UL ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
27,270 | $3,998,872 | |
| 2 | ELF |
e.l.f. Beauty, Inc.
|
35,360 | $2,616,640 | |
| 3 | UL |
Unilever PLC
This page
|
38,407 | $2,309,028 | |
| 4 | KMB |
Kimberly Clark Corp
|
14,939 | $1,639,854 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
11,386 | $1,103,075 | |
| 6 | CL |
Colgate Palmolive Co
|
11,965 | $1,096,951 | |
| 7 | KVUE |
Kenvue Inc.
|
14,598 | $278,967 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,309,028 | 38,407 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $327,463 | 5,748 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $885,712 | 13,543 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $973,496 | 16,422 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $987,283 | 16,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $627,418 | 10,536 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $595,747 | 10,507 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $705,141 | 10,855 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $609,619 | 11,086 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $869,291 | 17,320 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||