Position in UL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$364,209
-$197,904 QoQ
Shares Held
6,393
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Dynasty Wealth Management, LLC holds $919,382 across 3 Household & Personal Products names.
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,209 | 6,393 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $562,113 | 8,595 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $231,962 | 3,913 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||