Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$68,657
+$3,598 QoQ
Shares Held
1,142
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#954
of 1,170 holders
Holding Since
Jun 2021
21 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,587,556 across 6 Household & Personal Products names. UL ranks #3 (4.3% of the industry book) .
All Filings in UL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,657 | 1,142 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $65,059 | 1,142 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $85,935 | 1,314 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $88,030 | 1,485 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $90,837 | 1,485 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $88,431 | 1,485 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $84,199 | 1,485 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $96,465 | 1,485 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $81,660 | 1,485 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $74,532 | 1,485 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $71,992 | 1,485 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $73,358 | 1,485 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,559 | 1,507 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $77,116 | 1,485 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $74,769 | 1,485 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $65,102 | 1,485 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,057 | 1,485 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,671 | 1,485 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $79,878 | 1,485 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $80,516 | 1,485 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $92,722 | 1,585 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||