Position in UL
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$317,095
-$57,123 QoQ
Shares Held
5,566
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $2,081,627 across 14 Household & Personal Products names. UL ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,478 | $791,242 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
6,273 | $585,396 | |
| 3 | UL |
Unilever PLC
This page
|
5,566 | $317,095 | |
| 4 | CL |
Colgate Palmolive Co
|
2,420 | $206,256 | |
| 5 | KMB |
Kimberly Clark Corp
|
1,668 | $160,911 | |
| 6 | IPAR |
Interparfums Inc
|
83 | $7,539 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
111 | $6,727 | |
| 8 | CLX |
Clorox Co /De/
|
18 | $1,865 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,095 | 5,566 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $374,218 | 5,722 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||