Position in UL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$327,894
-$108,325 QoQ
Shares Held
5,454
-28.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#733
of 1,170 holders
Holding Since
Dec 2025
3 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, 2026Pure Financial Advisors, LLC holds $4,651,784 across 4 Household & Personal Products names. UL ranks #3 (7.0% 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 | $327,894 | 5,454 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $436,219 | 7,657 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $236,290 | 3,613 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||