Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,119,109
+$247,702 QoQ
Shares Held
35,248
+7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#331
of 1,172 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 78%
None 22%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Aviso Financial Inc. holds $7,341,692 across 2 Household & Personal Products names. UL ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
35,615 | $5,222,583 | |
| 2 | UL |
Unilever PLC
This page
|
35,248 | $2,119,109 |
All Filings in UL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,119,109 | 35,248 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,871,407 | 32,849 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,030,931 | 31,054 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,044,568 | 34,490 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,106,082 | 34,430 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,964,256 | 32,985 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,880,853 | 33,172 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,094,181 | 32,238 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,614,122 | 29,353 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||