Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$754,626
-$283,082 QoQ
Shares Held
12,552
-31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#514
of 1,172 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $33,097,631 across 5 Household & Personal Products names. UL ranks #3 (2.3% of the industry book) .
All Filings in UL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,626 | 12,552 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,037,708 | 18,215 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,159,215 | 17,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,340,499 | 22,613 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,208,596 | 19,758 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,394,065 | 23,410 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,652,862 | 29,151 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,646,802 | 25,351 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,299,854 | 23,638 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $383,282 | 7,906 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||