Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$270,239
+$45,436 QoQ
Shares Held
4,495
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#797
of 1,172 holders
Holding Since
Dec 2021
19 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, 2026Forvis Mazars Wealth Advisors, LLC holds $7,100,481 across 4 Household & Personal Products names. UL ranks #3 (3.8% of the industry book) .
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,239 | 4,495 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $224,803 | 3,946 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $233,347 | 3,568 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $229,532 | 3,872 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $353,623 | 5,781 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $316,210 | 5,310 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $235,078 | 4,146 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $281,341 | 4,331 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,017 | 4,292 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $211,199 | 4,208 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $255,635 | 5,273 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $259,399 | 5,251 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $512,334 | 9,828 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $282,758 | 5,445 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $281,154 | 5,584 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $256,814 | 5,858 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $282,267 | 6,159 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $218,736 | 4,800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $218,494 | 4,062 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||