JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in UL — Unilever PLC
CIK 2122180
AMMON, ID
Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$222,143
-$331,925 QoQ
Shares Held
3,695
-56.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#876
of 1,172 holders
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 Jun 30, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $773,508 across 2 Household & Personal Products names. UL ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,760 | $551,365 | |
| 2 | UL |
Unilever PLC
This page
|
3,695 | $222,143 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,143 | 3,695 | Shares | Other | 2026-07-24 | |
| 2025-12-31 | $554,068 | 8,472 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||