Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,774,117
+$1,411,395 QoQ
Shares Held
46,143
+92.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#277
of 1,172 holders
Holding Since
Dec 2020
20 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, 2026Abundance Wealth Counselors holds $7,956,322 across 3 Household & Personal Products names. UL ranks #2 (34.9% of the industry book) .
All Filings in UL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,774,117 | 46,143 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,362,722 | 23,920 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,600,468 | 24,472 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,564,400 | 26,390 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,569,927 | 25,665 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,499,647 | 25,183 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,241,504 | 21,896 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,400,603 | 21,561 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $942,970 | 18,788 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $769,135 | 15,865 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $699,157 | 14,153 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $674,414 | 12,987 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $465,284 | 9,241 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $365,494 | 8,337 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $333,596 | 7,279 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $306,686 | 6,730 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $334,143 | 6,212 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $336,082 | 5,745 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $747,898 | 13,396 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $692,570 | 11,474 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||