Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$26,873
-$2,377,657 QoQ
Shares Held
447
-98.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,016
of 1,170 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $5,504,710 across 4 Household & Personal Products names. UL ranks #3 (0.5% of the industry book) .
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,873 | 447 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $2,404,530 | 39,309 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $1,871,895 | 33,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,081,254 | 32,039 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||