Position in UL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,131,538
+$49,737 QoQ
Shares Held
19,862
+22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
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 Mar 31, 2026First Affirmative Financial Network holds $4,726,033 across 6 Household & Personal Products names. UL ranks #2 (23.9% of the industry book) .
All Filings in UL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,131,538 | 19,862 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $1,081,801 | 18,249 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,057,200 | 17,283 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $1,049,628 | 17,626 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,052,069 | 18,555 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,154,859 | 17,778 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $973,763 | 17,708 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $838,625 | 16,709 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $793,763 | 16,373 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $753,744 | 15,258 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $713,764 | 13,692 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $613,864 | 11,821 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $558,533 | 11,093 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $447,475 | 10,207 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $427,594 | 9,330 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $407,623 | 8,945 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $382,608 | 7,113 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $382,359 | 7,052 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||