Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$611,360
+$41,262 QoQ
Shares Held
10,169
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#563
of 1,172 holders
Holding Since
Sep 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, 2026SGL Investment Advisors, Inc. holds $1,468,324 across 2 Household & Personal Products names. UL ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,844 | $856,964 | |
| 2 | UL |
Unilever PLC
This page
|
10,169 | $611,360 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,360 | 10,169 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $570,098 | 10,007 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $654,784 | 10,012 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $658,304 | 11,105 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,274,367 | 53,529 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,228,740 | 54,219 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,161,140 | 55,752 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,563,123 | 54,851 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||