Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$204,227
+$6,656 QoQ
Shares Held
3,397
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#896
of 1,172 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,008,431 across 8 Household & Personal Products names. UL ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,972 | $729,094 | |
| 2 | UL |
Unilever PLC
This page
|
3,397 | $204,227 | |
| 3 | CL |
Colgate Palmolive Co
|
536 | $49,140 | |
| 4 | EL |
Estee Lauder Companies Inc
|
189 | $14,921 | |
| 5 | CLX |
Clorox Co /De/
|
39 | $3,722 | |
| 6 | KMB |
Kimberly Clark Corp
|
33 | $3,622 | |
| 7 | KVUE |
Kenvue Inc.
|
128 | $2,446 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
13 | $1,259 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,227 | 3,397 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $197,571 | 3,468 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $243,026 | 3,716 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $249,331 | 4,206 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $354,480 | 5,813 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $384,335 | 6,454 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $401,209 | 7,076 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $523,968 | 8,083 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,003,127 | 18,242 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $962,293 | 19,173 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $935,906 | 19,305 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $972,044 | 19,694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,064,861 | 20,444 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,178,395 | 22,709 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,174,465 | 23,326 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,028,837 | 23,468 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,141,076 | 24,898 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,137,838 | 24,969 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,343,081 | 24,969 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,356,151 | 25,012 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,469,461 | 25,119 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,412,889 | 25,307 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,577,448 | 26,134 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,694,227 | 27,468 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,626,752 | 29,642 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,845,703 | 36,498 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||