Position in UL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$262,964
+$13,778 QoQ
Shares Held
4,374
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#810
of 1,170 holders
Holding Since
Dec 2020
23 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, 2026Legacy Private Trust Co. holds $6,447,185 across 4 Household & Personal Products names. UL ranks #3 (4.1% of the industry book) .
All Filings in UL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,964 | 4,374 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $249,186 | 4,374 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $286,059 | 4,374 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $291,717 | 4,921 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $301,017 | 4,921 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $293,045 | 4,921 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $307,484 | 5,423 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $352,278 | 5,423 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $298,210 | 5,423 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $272,180 | 5,423 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $262,907 | 5,423 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $272,589 | 5,518 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $276,601 | 5,306 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $255,547 | 4,921 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $247,772 | 4,921 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $215,736 | 4,921 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $225,529 | 4,921 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $224,250 | 4,921 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $280,837 | 5,221 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $283,082 | 5,221 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $314,203 | 5,371 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $299,862 | 5,371 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $297,031 | 4,921 | Shares | Sole | 2021-01-12 | |
| No filing history on record for this holder in this stock. | ||||||