PDS Planning, Inc

Position in UL — Unilever PLC

CIK 838618 DUBLIN, OH

Position in UL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$601,560

+$73,620 QoQ

Shares Held

10,006

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#566

of 1,172 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PDS Planning, Inc holds $6,826,940 across 4 Household & Personal Products names. UL ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	37,838	$5,548,564
2	UL	Unilever PLC This page	10,006	$601,560
3	CL	Colgate Palmolive Co	4,340	$397,891
4	KMB	Kimberly Clark Corp	2,541	$278,925

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,560	10,006	+8.0%	Shares	Sole	2026-08-05
2026-03-31	$527,940	9,267	-7.0%	Shares	Sole	2026-04-22
2025-12-31	$651,841	9,967	-11.1%	Shares	Sole	2026-01-26
2025-09-30	$664,410	11,208	-5.4%	Shares	Sole	2025-10-21
2025-06-30	$724,864	11,850	+8.5%	Shares	Sole	2025-07-24
2025-03-31	$650,464	10,923	+17.3%	Shares	Sole	2025-04-24
2024-12-31	$528,104	9,314	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$606,596	9,338	+7.6%	Shares	Sole	2024-10-30
2024-06-30	$477,368	8,681	+4.6%	Shares	Sole	2024-08-08
2024-03-31	$416,677	8,302	+8.7%	Shares	Sole	2024-05-01
2023-12-31	$370,338	7,639	-13.8%	Shares	Sole	2024-02-01
2023-09-30	$437,733	8,861	-5.9%	Shares	Sole	2023-10-23
2023-06-30	$491,117	9,421	-2.0%	Shares	Sole	2023-07-21
2023-03-31	$499,254	9,614	+26.6%	Shares	Sole	2023-05-02
2022-12-31	$382,358	7,594	+7.8%	Shares	Sole	2023-01-27
2022-09-30	$308,721	7,042	+21.2%	Shares	Sole	2022-11-02
2022-06-30	$266,318	5,811	+41.6%	Shares	Sole	2022-07-15
2021-12-31	$220,700	4,103	-33.5%	Shares	Sole	2022-01-25
2021-09-30	$334,374	6,167	+25.6%	Shares	Sole	2021-10-22
2021-06-30	$287,293	4,911	+20.4%	Shares	Sole	2021-07-26
2021-03-31	$227,730	4,079	+6.9%	Shares	Sole	2021-04-20
2020-12-31	$230,213	3,814	—	Shares	Sole	2021-01-21
No filing history on record for this holder in this stock.