Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,374,102
-$529,664 QoQ
Shares Held
22,856
-31.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#395
of 1,172 holders
Holding Since
Mar 2022
18 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, 2026Dakota Wealth Management holds $18,208,918 across 6 Household & Personal Products names. UL ranks #3 (7.5% of the industry book) .
All Filings in UL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,102 | 22,856 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,903,766 | 33,417 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,293,708 | 35,072 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,552,420 | 43,057 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,115,019 | 50,924 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $3,229,455 | 54,231 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,183,027 | 56,138 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,790,613 | 58,353 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $3,225,384 | 58,654 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,001,313 | 59,799 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,000,718 | 61,896 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,034,293 | 61,423 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,212,669 | 61,628 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,253,204 | 62,646 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $3,176,835 | 63,095 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,746,840 | 62,656 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,880,600 | 62,854 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $2,743,132 | 60,196 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||