Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,913
New position
Shares Held
298
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,047
of 1,172 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $431,482 across 13 Household & Personal Products names. UL ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,737 | $254,698 | |
| 2 | KMB |
Kimberly Clark Corp
|
437 | $47,959 | |
| 3 | CLX |
Clorox Co /De/
|
446 | $42,557 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
260 | $25,183 | |
| 5 | CL |
Colgate Palmolive Co
|
224 | $20,532 | |
| 6 | UL |
Unilever PLC
This page
|
298 | $17,913 | |
| 7 | KVUE |
Kenvue Inc.
|
477 | $9,109 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
69 | $5,106 |
All Filings in UL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,913 | 298 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||