Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$298,976
-$34,925 QoQ
Shares Held
4,973
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#759
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $15,896,722 across 5 Household & Personal Products names. UL ranks #4 (1.9% of the industry book) .
All Filings in UL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,976 | 4,973 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $333,901 | 5,861 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $441,384 | 6,749 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $451,713 | 7,620 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $577,016 | 9,433 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $421,197 | 7,073 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $401,039 | 7,073 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $459,462 | 7,073 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $415,889 | 7,563 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $405,786 | 8,085 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $413,001 | 8,519 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $430,718 | 8,719 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $453,427 | 8,698 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $479,313 | 9,230 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $428,932 | 8,519 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $385,792 | 8,800 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $403,900 | 8,813 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $460,986 | 10,116 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $595,724 | 11,075 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $584,329 | 10,777 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $625,189 | 10,687 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $625,519 | 11,204 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $698,727 | 11,576 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $431,821 | 7,001 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $392,446 | 7,151 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $372,448 | 7,365 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||