Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,309
-$63,106 QoQ
Shares Held
3,914
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#851
of 1,172 holders
Holding Since
Dec 2024
5 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, 2026SIERRA OCEAN, LLC holds $492,368 across 2 Household & Personal Products names. UL ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,753 | $257,059 | |
| 2 | UL |
Unilever PLC
This page
|
3,914 | $235,309 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,309 | 3,914 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $298,415 | 5,034 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $324,751 | 5,309 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $320,557 | 5,383 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $314,855 | 5,553 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||