Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$61,742
+$7,393 QoQ
Shares Held
1,027
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#961
of 1,172 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026FIRST UNITED BANK & TRUST holds $2,354,645 across 5 Household & Personal Products names. UL ranks #3 (2.6% of the industry book) .
All Filings in UL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,742 | 1,027 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $54,349 | 954 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $62,390 | 954 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $69,654 | 1,175 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $71,874 | 1,175 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $69,970 | 1,175 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $46,777 | 825 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $53,592 | 825 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $45,366 | 825 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $41,406 | 825 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $39,996 | 825 | Shares | Defined | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||