Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$599,816
+$551,791 QoQ
Shares Held
9,977
+1083.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#569
of 1,172 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CHAPMAN FINANCIAL GROUP, LLC holds $1,638,613 across 2 Household & Personal Products names. UL ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,084 | $1,038,797 | |
| 2 | UL |
Unilever PLC
This page
|
9,977 | $599,816 |
All Filings in UL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,816 | 9,977 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $48,025 | 843 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $55,131 | 843 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $56,316 | 950 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,233 | 200 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $11,340 | 200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||