Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,456
-$7,864 QoQ
Shares Held
307
-33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,045
of 1,172 holders
Holding Since
Sep 2025
4 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, 2026Measured Wealth Private Client Group, LLC holds $373,046 across 5 Household & Personal Products names. UL ranks #4 (4.9% of the industry book) .
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,456 | 307 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,320 | 462 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,214 | 462 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,884 | 521 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||