Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$305,529
+$17,603 QoQ
Shares Held
5,082
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#756
of 1,172 holders
Holding Since
Jun 2024
8 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, 2026GENTRY PRIVATE WEALTH, LLC holds $715,974 across 2 Household & Personal Products names. UL ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,799 | $410,445 | |
| 2 | UL |
Unilever PLC
This page
|
5,082 | $305,529 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,529 | 5,082 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $287,926 | 5,054 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $339,033 | 5,184 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $433,574 | 7,314 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $444,583 | 7,268 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $431,022 | 7,238 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $374,104 | 5,759 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $330,819 | 6,016 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||