Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,970
-$325,311 QoQ
Shares Held
5,422
-52.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 1,170 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $14,988,266 across 6 Household & Personal Products names. UL ranks #5 (2.2% of the industry book) .
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,970 | 5,422 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $651,281 | 11,432 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $645,040 | 9,863 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $664,529 | 11,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $668,404 | 10,927 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $685,896 | 11,518 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $651,086 | 11,483 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,090,094 | 16,781 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $615,778 | 11,198 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $542,855 | 10,816 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $503,901 | 10,394 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $522,503 | 10,577 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $553,568 | 10,619 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $562,868 | 10,839 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $553,044 | 10,984 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $449,097 | 10,244 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $226,629 | 4,945 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $227,257 | 4,987 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $267,174 | 4,967 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $278,040 | 5,128 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $552,123 | 9,438 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $540,601 | 9,683 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $624,183 | 10,341 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $398,267 | 6,457 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $322,255 | 5,872 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $473,739 | 9,368 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||