Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$201,882
-$95,672 QoQ
Shares Held
3,358
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#898
of 1,170 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Meridian Wealth Management, LLC holds $10,398,852 across 6 Household & Personal Products names. UL ranks #6 (1.9% of the industry book) .
All Filings in UL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,882 | 3,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $297,554 | 5,223 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $355,776 | 5,440 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,941,534 | 49,621 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,115,814 | 50,937 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,018,886 | 50,695 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,990,983 | 52,751 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,410,272 | 52,498 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $2,409,650 | 49,704 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||