Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,583,344
+$586,563 QoQ
Shares Held
92,870
+5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#203
of 1,172 holders
Holding Since
Jun 2021
20 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, 2026Allen Capital Group, LLC holds $9,184,481 across 4 Household & Personal Products names. UL ranks #1 (60.8% of the industry book) .
All Filings in UL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,583,344 | 92,870 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,996,781 | 87,709 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $5,268,951 | 80,565 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,243,141 | 88,447 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,860,198 | 79,454 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,205,539 | 70,622 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,460,913 | 61,039 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,654,651 | 56,260 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,928,438 | 53,254 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,770,991 | 55,210 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,726,418 | 56,238 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,936,976 | 59,453 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,915,111 | 55,920 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,825,873 | 54,417 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $1,629,270 | 37,164 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,513,124 | 33,016 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,486,585 | 32,622 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,439,419 | 26,760 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,241,205 | 22,892 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,223,937 | 20,922 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||