Position in UL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$12,565
-$595 QoQ
Shares Held
209
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,070
of 1,172 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $10,134,449 across 4 Household & Personal Products names. UL ranks #2 (0.1% of the industry book) .
All Filings in UL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,565 | 209 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $13,160 | 231 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,107 | 231 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,693 | 231 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,007 | 229 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $73,067 | 1,227 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $69,514 | 1,226 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $79,641 | 1,226 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $149,682 | 2,722 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $136,516 | 2,720 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $131,768 | 2,718 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $134,170 | 2,716 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $141,480 | 2,714 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $146,806 | 2,827 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $142,289 | 2,826 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $127,530 | 2,909 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $135,061 | 2,947 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $141,494 | 3,105 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $161,585 | 3,004 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $162,822 | 3,003 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $175,617 | 3,002 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||