Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,020,356
+$124,503 QoQ
Shares Held
16,972
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#444
of 1,170 holders
Holding Since
Mar 2020
25 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, 2026Ellevest, Inc. holds $2,137,684 across 4 Household & Personal Products names. UL ranks #1 (47.7% of the industry book) .
All Filings in UL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,356 | 16,972 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $895,853 | 15,725 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $777,998 | 11,896 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $942,315 | 15,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,199,420 | 19,608 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,468,562 | 24,661 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,643,507 | 28,986 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,962,377 | 30,209 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,528,557 | 27,797 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,151,007 | 22,933 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $703,008 | 14,501 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $778,444 | 15,758 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $93,422 | 1,799 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $92,543 | 1,838 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $85,400 | 1,948 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $81,714 | 1,783 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $95,970 | 2,106 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $55,027 | 1,023 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $504,842 | 9,311 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $82,426 | 1,409 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $249,560 | 4,470 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $165,507 | 2,742 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $116,390 | 1,887 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $72,331 | 1,318 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $51,277 | 1,014 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||