Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$310,640
-$11,924 QoQ
Shares Held
5,167
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#753
of 1,170 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sowell Financial Services LLC holds $10,107,938 across 6 Household & Personal Products names. UL ranks #6 (3.1% of the industry book) .
All Filings in UL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,640 | 5,167 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $322,564 | 5,662 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $400,378 | 6,122 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $494,454 | 8,341 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $433,083 | 7,080 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $470,564 | 7,902 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $1,445,425 | 22,251 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,921,131 | 34,936 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,956,106 | 38,974 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,904,827 | 39,291 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,080,134 | 42,108 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,657,120 | 50,971 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,936,728 | 37,295 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,736,323 | 54,346 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,965,742 | 44,839 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,881,185 | 41,047 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,959,094 | 55,012 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,872,577 | 52,980 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,288,520 | 56,214 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,103,979 | 55,597 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,002,488 | 49,743 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,458,196 | 39,854 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,211,224 | 40,292 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,963,532 | 38,828 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||