Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$294,648
+$5,982 QoQ
Shares Held
4,901
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#767
of 1,172 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sound Income Strategies, LLC holds $10,680,962 across 3 Household & Personal Products names. UL ranks #3 (2.8% 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 | $294,648 | 4,901 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $288,666 | 5,067 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $320,590 | 4,902 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $311,931 | 5,262 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $337,964 | 5,525 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $421,077 | 7,071 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $422,301 | 7,448 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,431,433 | 99,006 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,145,329 | 184,494 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,611,102 | 171,570 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,733,287 | 159,515 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,302,056 | 147,815 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,124,091 | 136,660 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,637,325 | 127,813 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $5,612,418 | 111,468 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,267,212 | 97,336 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,781,436 | 82,510 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,673,422 | 36,722 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $37,652 | 700 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $39,797 | 734 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $42,939 | 734 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $52,201 | 935 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $55,531 | 920 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $8,943 | 145 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $7,957 | 145 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,719 | 34 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||