Position in UL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$205,550
+$10,770 QoQ
Shares Held
3,419
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#893
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,818,274 across 6 Household & Personal Products names. UL ranks #3 (11.3% of the industry book) .
All Filings in UL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,550 | 3,419 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $194,780 | 3,419 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $275,072 | 4,206 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $280,690 | 4,735 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $289,639 | 4,735 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $281,969 | 4,735 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $242,959 | 4,285 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $278,353 | 4,285 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $235,632 | 4,285 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,064 | 4,285 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $304,696 | 6,285 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $303,315 | 6,140 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $608,878 | 11,680 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $588,366 | 11,330 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $570,465 | 11,330 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $496,707 | 11,330 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $519,254 | 11,330 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $639,347 | 14,030 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $754,673 | 14,030 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $760,707 | 14,030 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,471,275 | 25,150 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,493,340 | 26,748 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $1,629,599 | 26,998 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,425,425 | 23,110 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,268,276 | 23,110 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,239,723 | 24,515 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||