Position in UL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,131,638
+$25,053 QoQ
Shares Held
18,823
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#418
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, 2026CRUX WEALTH ADVISORS holds $1,131,638 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
|
18,823 | $1,131,638 |
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,638 | 18,823 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,106,585 | 19,424 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,248,616 | 19,092 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,267,822 | 21,387 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,193,670 | 19,514 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $775,579 | 13,024 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $374,503 | 6,605 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||