Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,641
+$45 QoQ
Shares Held
177
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,077
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $29,850 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
|
131 | $19,209 | |
| 2 | UL |
Unilever PLC
This page
|
177 | $10,641 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,641 | 177 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,596 | 186 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,575 | 177 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||