Position in UG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$714
-$72 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 28 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Advantage Trust Co holds $193,251 across 4 Household & Personal Products names. UG ranks #4 (0.4% of the industry book) .
All Filings in UG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714 | 100 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $786 | 100 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $800 | 100 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||