Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$203,626
+$699 QoQ
Shares Held
3,387
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#897
of 1,172 holders
Holding Since
Mar 2024
10 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, 2026Avantax Planning Partners, Inc. holds $11,601,090 across 5 Household & Personal Products names. UL ranks #4 (1.8% of the industry book) .
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,626 | 3,387 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $202,927 | 3,562 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $266,047 | 4,068 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $258,460 | 4,360 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $315,025 | 5,150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $309,183 | 5,192 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $296,087 | 5,222 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $367,998 | 5,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $319,656 | 5,813 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $334,165 | 6,658 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||