Position in UL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$299,036
+$27,745 QoQ
Shares Held
4,974
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#759
of 1,172 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $828,553 across 2 Household & Personal Products names. UL ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,611 | $529,517 | |
| 2 | UL |
Unilever PLC
This page
|
4,974 | $299,036 |
All Filings in UL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,036 | 4,974 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $271,291 | 4,762 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $312,415 | 4,777 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $317,741 | 5,360 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $330,073 | 5,396 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $320,855 | 5,388 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $304,535 | 5,371 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $348,380 | 5,363 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $291,777 | 5,306 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $265,906 | 5,298 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $270,130 | 5,572 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $274,565 | 5,558 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $286,298 | 5,492 | Shares | Sole | 2024-06-17 | |
| 2023-03-31 | $295,066 | 5,682 | Shares | Sole | 2024-06-17 | |
| 2022-12-31 | $294,144 | 5,842 | Shares | Sole | 2024-06-17 | |
| 2022-09-30 | $265,714 | 6,061 | Shares | Sole | 2024-06-17 | |
| 2022-06-30 | $312,881 | 6,827 | Shares | Sole | 2024-06-17 | |
| 2022-03-31 | $267,632 | 5,873 | Shares | Sole | 2024-06-17 | |
| 2021-12-31 | $339,629 | 6,314 | Shares | Sole | 2024-06-17 | |
| 2021-09-30 | $340,610 | 6,282 | Shares | Sole | 2024-06-17 | |
| 2021-06-30 | $225,517 | 3,855 | Shares | Sole | 2024-06-17 | |
| 2021-03-31 | $215,224 | 3,855 | Shares | Sole | 2024-06-17 | |
| 2020-12-31 | $232,687 | 3,855 | Shares | Sole | 2024-06-17 | |
| 2020-09-30 | $237,776 | 3,855 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||