Position in UL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$399,377
+$63,311 QoQ
Shares Held
6,643
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#678
of 1,170 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Wealth Group, LLC holds $10,265,216 across 4 Household & Personal Products names. UL ranks #3 (3.9% of the industry book) .
All Filings in UL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,377 | 6,643 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $336,066 | 5,899 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $393,250 | 6,013 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $394,745 | 6,659 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $402,681 | 6,583 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $379,095 | 6,366 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $369,060 | 6,509 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $413,860 | 6,371 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $369,642 | 6,722 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $337,377 | 6,722 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||