Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$509,997
-$124,762 QoQ
Shares Held
8,483
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#600
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, 2026SPWM Advisors LLC holds $509,997 across 1 Household & Personal Products name. UL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
8,483 | $509,997 |
All Filings in UL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,997 | 8,483 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $634,759 | 11,142 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $633,006 | 9,679 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||