Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$324,527
+$6,350 QoQ
Shares Held
5,398
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#741
of 1,170 holders
Holding Since
Sep 2023
12 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, 2026Bryn Mawr Trust Advisors, LLC holds $20,978,886 across 5 Household & Personal Products names. UL ranks #3 (1.5% of the industry book) .
All Filings in UL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,527 | 5,398 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $318,177 | 5,585 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $355,841 | 5,441 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $351,827 | 5,935 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $363,043 | 5,935 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $340,030 | 5,710 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $328,463 | 5,793 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $567,101 | 8,730 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $526,089 | 9,567 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $480,167 | 9,567 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $465,165 | 9,595 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $557,626 | 11,288 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||