Position in UL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$481,054
-$96,297 QoQ
Shares Held
8,444
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026PHYSICIANS FINANCIAL SERVICES, INC. holds $4,607,757 across 3 Household & Personal Products names.
All Filings in UL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $481,054 | 8,444 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $577,351 | 8,828 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $601,573 | 10,148 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $620,752 | 10,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $610,268 | 10,248 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $595,180 | 10,497 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $696,566 | 10,723 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $584,158 | 10,623 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $530,157 | 10,563 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $512,094 | 10,563 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $543,449 | 11,001 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $573,482 | 11,001 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $571,281 | 11,001 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $553,900 | 11,001 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $482,284 | 11,001 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $506,788 | 11,058 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $510,429 | 11,201 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $607,880 | 11,301 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $630,850 | 11,635 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $680,647 | 11,635 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $696,702 | 12,479 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $715,205 | 11,849 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $563,570 | 9,137 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $496,938 | 9,055 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $462,816 | 9,152 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||