Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$986,388
+$47,181 QoQ
Shares Held
16,407
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#457
of 1,172 holders
Holding Since
Mar 2023
12 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, 2026Legacy Capital Wealth Partners, LLC holds $3,120,027 across 4 Household & Personal Products names. UL ranks #2 (31.6% of the industry book) .
All Filings in UL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,388 | 16,407 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $939,207 | 16,486 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,068,047 | 16,331 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,080,260 | 18,223 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,049,615 | 17,159 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,013,719 | 17,023 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $892,288 | 15,737 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $811,610 | 12,494 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $684,295 | 12,444 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $361,224 | 7,451 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $444,649 | 9,001 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $386,099 | 7,435 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||