Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$225,329
+$22,459 QoQ
Shares Held
3,748
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#870
of 1,170 holders
Holding Since
Mar 2020
26 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, 2026Capital Analysts, LLC holds $17,735,333 across 6 Household & Personal Products names. UL ranks #2 (1.3% of the industry book) .
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,329 | 3,748 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $202,870 | 3,561 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $230,862 | 3,530 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $225,323 | 3,801 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $225,839 | 3,692 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $219,858 | 3,692 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $208,202 | 3,672 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $237,818 | 3,661 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $204,947 | 3,727 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $173,808 | 3,463 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $166,965 | 3,444 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $171,170 | 3,465 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $157,172 | 3,015 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $163,579 | 3,150 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $164,896 | 3,275 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $145,154 | 3,311 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $151,926 | 3,315 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $126,912 | 2,785 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $172,934 | 3,215 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $149,918 | 2,765 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $156,780 | 2,680 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $142,757 | 2,557 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $120,237 | 1,992 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $43,237 | 701 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $38,470 | 701 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $65,741 | 1,300 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||