Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$415,669
+$16,253 QoQ
Shares Held
6,914
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#668
of 1,170 holders
Holding Since
Dec 2020
20 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, 2026Capital Investment Advisory Services, LLC holds $10,554,118 across 6 Household & Personal Products names. UL ranks #5 (3.9% of the industry book) .
All Filings in UL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,669 | 6,914 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $399,416 | 7,011 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $440,599 | 6,737 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $751,374 | 12,675 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $788,970 | 12,898 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $801,542 | 13,460 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $795,161 | 14,024 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,068,332 | 16,446 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,235,185 | 22,462 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,158,586 | 23,084 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,126,142 | 23,229 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,167,123 | 23,626 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,221,771 | 23,437 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,229,442 | 23,675 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,288,155 | 25,584 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,090,871 | 24,883 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,080,947 | 23,586 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,033,892 | 22,688 | Shares | Sole | 2022-05-03 | |
| 2021-03-31 | $207,631 | 3,719 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $293,892 | 4,869 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||