Position in UL
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,012,901
+$134,937 QoQ
Shares Held
16,848
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 70 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97.73860398860398.ToString("F0")%
Shared 0.ToString("F0")%
None 2.2613960113960117.ToString("F0")%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $248,093,166 across 4 Household & Personal Products names. UL ranks #4 (0.4% of the industry book) .
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,901 | 16,848 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $877,964 | 15,411 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $934,762 | 14,293 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||