Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$229,987
New position
Shares Held
4,037
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Brown Financial Advisors holds $3,368,957 across 2 Household & Personal Products names. UL ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
21,732 | $3,138,970 | |
| 2 | UL |
Unilever PLC
This page
|
4,037 | $229,987 |
All Filings in UL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,987 | 4,037 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||