Position in UL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,054
+$1,874 QoQ
Shares Held
450
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,016
of 1,172 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $33,212 across 2 Household & Personal Products names. UL ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
450 | $27,054 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
42 | $6,158 |
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,054 | 450 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $25,180 | 442 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $29,521 | 498 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $27,556 | 486 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||