Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,005
-$6,361 QoQ
Shares Held
549
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#997
of 1,170 holders
Holding Since
Mar 2020
8 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, 2026Truvestments Capital LLC holds $4,458,095 across 7 Household & Personal Products names. UL ranks #4 (0.7% of the industry book) .
All Filings in UL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,005 | 549 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $39,366 | 691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $35,904 | 549 | Shares | Sole | 2026-02-13 | |
| 2021-03-31 | $43,659 | 782 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $39,415 | 653 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $40,277 | 653 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $40,830 | 744 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $22,705 | 449 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||