Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$318,515
-$9,917 QoQ
Shares Held
5,298
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#748
of 1,172 holders
Holding Since
Mar 2020
25 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, 2026Bedel Financial Consulting, Inc. holds $2,398,423 across 3 Household & Personal Products names. UL ranks #3 (13.3% of the industry book) .
All Filings in UL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,515 | 5,298 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $328,432 | 5,765 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $377,031 | 5,765 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $384,727 | 6,490 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $396,993 | 6,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $386,479 | 6,490 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $367,983 | 6,490 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $422,305 | 6,501 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $356,885 | 6,490 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $325,733 | 6,490 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $314,635 | 6,490 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $320,605 | 6,490 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $338,323 | 6,490 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $322,485 | 6,210 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $284,125 | 5,643 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $212,185 | 4,840 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $68,400 | 1,501 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $70,088 | 1,303 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $70,648 | 1,303 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $76,225 | 1,303 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $38,522 | 690 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $24,144 | 400 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $24,672 | 400 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $21,951 | 400 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $20,228 | 400 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||