Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,290
+$277 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,115
of 1,170 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, 2026Rialto Wealth Management, LLC holds $302,309 across 12 Household & Personal Products names. UL ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,692 | $248,114 | |
| 2 | CL |
Colgate Palmolive Co
|
132 | $12,101 | |
| 3 | KMB |
Kimberly Clark Corp
|
74 | $8,122 | |
| 4 | CLX |
Clorox Co /De/
|
81 | $7,730 | |
| 5 | KVUE |
Kenvue Inc.
|
339 | $6,478 | |
| 6 | UL |
Unilever PLC
This page
|
88 | $5,290 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
64 | $4,736 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
44 | $4,262 |
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,290 | 88 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,013 | 88 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,755 | 88 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,868 | 99 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,055 | 99 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,895 | 99 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,613 | 99 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||