Position in UL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$69,498
+$3,699 QoQ
Shares Held
1,156
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#955
of 1,172 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $195,459 across 2 Household & Personal Products names. UL ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
859 | $125,961 | |
| 2 | UL |
Unilever PLC
This page
|
1,156 | $69,498 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,498 | 1,156 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $65,799 | 1,155 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $75,536 | 1,155 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $77,063 | 1,300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $79,520 | 1,300 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||