Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$703,704
-$63,112 QoQ
Shares Held
11,705
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#529
of 1,172 holders
Holding Since
Jun 2020
4 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, 2026Strategic Investment Advisors / MI holds $5,577,974 across 3 Household & Personal Products names. UL ranks #3 (12.6% of the industry book) .
All Filings in UL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,704 | 11,705 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $766,816 | 13,460 | Shares | Sole | 2026-05-18 | |
| 2020-09-30 | $263,435 | 4,271 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $254,917 | 4,645 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||