Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$268,135
+$23,677 QoQ
Shares Held
4,460
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#798
of 1,170 holders
Holding Since
Jun 2025
5 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, 2026Klingman & Associates, LLC holds $2,903,272 across 3 Household & Personal Products names. UL ranks #3 (9.2% of the industry book) .
All Filings in UL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,135 | 4,460 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $244,458 | 4,291 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $279,585 | 4,275 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $282,410 | 4,764 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $287,621 | 4,702 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||