Position in UL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$522,983
+$159,230 QoQ
Shares Held
8,699
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#590
of 1,170 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $17,493,149 across 5 Household & Personal Products names. UL ranks #3 (3.0% of the industry book) .
All Filings in UL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,983 | 8,699 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $363,753 | 6,385 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $263,954 | 4,036 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $230,302 | 3,885 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $257,831 | 4,215 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $232,661 | 3,907 | Shares | Sole | 2025-04-18 | |
| 2024-06-30 | $206,157 | 3,749 | Shares | Sole | 2024-07-16 | |
| 2023-09-30 | $433,336 | 8,772 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||