Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,754,878
+$102,868 QoQ
Shares Held
45,823
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#278
of 1,170 holders
Holding Since
Dec 2023
11 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, 2026PRINCIPAL SECURITIES, INC. holds $16,101,624 across 4 Household & Personal Products names. UL ranks #3 (17.1% 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 | $2,754,878 | 45,823 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,652,010 | 46,551 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,693,302 | 41,182 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,107,637 | 52,423 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,103,458 | 50,735 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,248,548 | 37,759 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,140,936 | 37,759 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,910,799 | 29,415 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,308,047 | 23,787 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,343,536 | 26,769 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,130,602 | 23,321 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||