Position in UL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$993,242
+$82,634 QoQ
Shares Held
16,521
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#452
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, 2026Meriwether Wealth & Planning, LLC holds $1,245,462 across 2 Household & Personal Products names. UL ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
16,521 | $993,242 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,720 | $252,220 |
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,242 | 16,521 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $910,608 | 15,984 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,038,813 | 15,884 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,029,101 | 17,360 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,054,998 | 17,247 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,052,605 | 17,676 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $880,438 | 15,528 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||