Position in UL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,794,185
+$1,895,330 QoQ
Shares Held
96,377
+40.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#195
of 1,170 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Baker Chad R holds $18,217,595 across 3 Household & Personal Products names. UL ranks #2 (31.8% 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 | $5,794,185 | 96,377 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,898,855 | 68,437 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,116,767 | 47,657 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,784,625 | 30,105 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $201,676 | 4,160 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||