Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,650,582
+$940,895 QoQ
Shares Held
160,522
+5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
5.65%
of 13F equity value
Holder Rank
#132
of 1,170 holders
Holding Since
Mar 2020
19 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, 2026Keystone Financial Planning, Inc. holds $11,787,081 across 3 Household & Personal Products names. UL ranks #1 (81.9% of the industry book) .
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,650,582 | 160,522 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,709,687 | 152,882 | Shares | Sole | 2026-04-09 | |
| 2024-03-31 | $6,457,197 | 128,655 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,078,483 | 42,873 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,042,590 | 41,348 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,154,951 | 41,338 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,598,876 | 165,586 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,319,237 | 165,228 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $7,256,488 | 165,522 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $7,396,601 | 161,392 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,343,666 | 139,207 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $6,728,642 | 125,091 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,058,058 | 111,731 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,268,806 | 38,783 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,069,394 | 37,066 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $339,525 | 5,625 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $346,950 | 5,625 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,123,283 | 20,468 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,675,788 | 33,138 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||