Position in UL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$213,005
+$32,126 QoQ
Shares Held
3,543
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#886
of 1,172 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, 2026Community Financial Services Group, LLC holds $7,909,923 across 6 Household & Personal Products names. UL ranks #2 (2.7% of the industry book) .
All Filings in UL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,005 | 3,543 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $180,879 | 3,175 | Shares | Sole | 2026-04-08 | |
| 2024-12-31 | $222,887 | 3,931 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $229,243 | 3,529 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||