Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$769,415
+$40,313 QoQ
Shares Held
12,798
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#511
of 1,172 holders
Holding Since
Dec 2024
7 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, 2026POTENTIA WEALTH holds $769,415 across 1 Household & Personal Products name. UL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
12,798 | $769,415 |
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,415 | 12,798 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $729,102 | 12,798 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $803,112 | 12,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $819,013 | 13,816 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $845,124 | 13,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $822,742 | 13,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $783,367 | 13,816 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||