Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$779,394
+$24,315 QoQ
Shares Held
12,964
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#505
of 1,170 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,921,889 across 5 Household & Personal Products names. UL ranks #4 (1.4% of the industry book) .
All Filings in UL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,394 | 12,964 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $755,079 | 13,254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $865,307 | 13,231 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $816,819 | 13,779 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $841,636 | 13,759 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $239,569 | 4,023 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $357,280 | 5,500 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $228,153 | 4,149 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $200,760 | 4,000 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||