Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$345,930
+$18,125 QoQ
Shares Held
5,754
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#719
of 1,172 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $860,636 across 2 Household & Personal Products names. UL ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,510 | $514,706 | |
| 2 | UL |
Unilever PLC
This page
|
5,754 | $345,930 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,930 | 5,754 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $327,805 | 5,754 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $364,539 | 5,574 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $370,915 | 6,257 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $382,740 | 6,257 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $372,604 | 6,257 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $354,091 | 6,245 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $405,675 | 6,245 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||